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BALFX vs TAAHX
BALFX vs TAAHX Comparison
Open Charts BALFX vs TAAHX
American Funds American Balanced F1
Price$36.84
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets252.03B
Transamerica Multi-Managed Balanced R
Price$35.48
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.43B
BALFX vs TAAHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. TAAHX (1.43B). BALFX pays higher dividends than TAAHX: BALFX (1.81) vs TAAHX (1.28). BALFX was incepted earlier than TAAHX: BALFX (24 years) vs TAAHX (3 years). TAAHX (1.32) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. TAAHX (41.00). 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 : 6.48 vs. TAAHX (1.37).
| BALFX | TAAHX | BALFX / TAAHX | |
| Total Expense Ratio | 0.61 | 1.21 | 50% |
| Annual Report Gross Expense Ratio | 0.61 | 1.32 | 46% |
| Fund Existence | 24 years | 3 years | - |
| Gain YTD | 8.046 | 5.398 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.43B | 17,647% |
| Annual Yield % from dividends | 1.81 | 1.28 | 142% |
| Returns for 1 year | 6.48 | 1.37 | 472% |
| Returns for 3 years | 35.37 | 24.63 | 144% |
| Returns for 5 years | 38.87 | N/A | - |
| Returns for 10 years | 62.07 | N/A | - |
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