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BALCX vs TSHIX
BALCX vs TSHIX Comparison
Open Charts BALCX vs TSHIX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Transamerica Multi-Asset Income I
Price$14.08
Change-$0.31 (-2.15%)
VolumeN/A
Net Assets733.05M
BALCX vs TSHIX Comparison Chart
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BALCX vs. TSHIX commentary
Apr 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Hold and TSHIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. TSHIX (733M). TSHIX pays higher dividends than BALCX: TSHIX (3.57) vs BALCX (1.28). BALCX was incepted earlier than TSHIX: BALCX (24 years) vs TSHIX (11 years). BALCX (1.32) is less costly to investors than TSHIX (0.73). BALCX is a more actively managed with annual turnover of: 171.00 vs. TSHIX (42.00). BALCX has a lower initial minimum investment than TSHIX: BALCX (250) vs TSHIX (1000000). TSHIX annual gain was more profitable for investors over the last year : 9.82 vs. BALCX (0.58). TSHIX return over 5 years is better than : 82.45 vs. BALCX (41.73).
| BALCX | TSHIX | BALCX / TSHIX | |
| Total Expense Ratio | 1.32 | 0.72 | 183% |
| Annual Report Gross Expense Ratio | 1.32 | 0.73 | 181% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -2.337 | 0.151 | -1,551% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 733M | 32,060% |
| Annual Yield % from dividends | 1.28 | 3.57 | 36% |
| Returns for 1 year | 0.58 | 9.82 | 6% |
| Returns for 3 years | 7.28 | 15.19 | 48% |
| Returns for 5 years | 41.73 | 82.45 | 51% |
| Returns for 10 years | 41.88 | 87.39 | 48% |
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