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BALFX vs TAAHX
BALFX vs TAAHX Comparison
Open Charts BALFX vs TAAHX
American Funds American Balanced F1
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Transamerica Multi-Managed Balanced R
Price$31.74
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets1.28B
BALFX vs TAAHX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 225B vs. TAAHX (1.29B). BALFX pays higher dividends than TAAHX: BALFX (1.95) vs TAAHX (1.39). BALFX was incepted earlier than TAAHX: BALFX (24 years) vs TAAHX (3 years). TAAHX (1.32) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. TAAHX (33.00). TAAHX has a lower initial minimum investment than BALFX: TAAHX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 2.53 vs. TAAHX (-1.51).
| BALFX | TAAHX | BALFX / TAAHX | |
| Total Expense Ratio | 0.62 | 1.21 | 51% |
| Annual Report Gross Expense Ratio | 0.62 | 1.32 | 47% |
| Fund Existence | 24 years | 3 years | - |
| Gain YTD | -3.705 | -5.862 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.29B | 17,510% |
| Annual Yield % from dividends | 1.95 | 1.39 | 140% |
| Returns for 1 year | 2.53 | -1.51 | -167% |
| Returns for 3 years | 9.90 | 2.52 | 393% |
| Returns for 5 years | 31.55 | N/A | - |
| Returns for 10 years | 44.27 | N/A | - |