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BALFX vs TAAMX
BALFX vs TAAMX Comparison
Open Charts BALFX vs TAAMX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
Transamerica Asset Allocation Mod R3
Price$12.71
Change+$0.09 (+0.71%)
VolumeN/A
Net Assets1.12B
BALFX vs TAAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. TAAMX (1.12B). TAAMX pays higher dividends than BALFX: TAAMX (2.22) vs BALFX (1.77). BALFX was incepted earlier than TAAMX: BALFX (25 years) vs TAAMX (4 years). TAAMX (1.15) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. TAAMX (17.00). TAAMX has a lower initial minimum investment than BALFX: TAAMX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 9.94 vs. TAAMX (8.83).
| BALFX | TAAMX | BALFX / TAAMX | |
| Total Expense Ratio | 0.61 | 0.95 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 1.15 | 53% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 11.360 | 11.063 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.12B | 23,166% |
| Annual Yield % from dividends | 1.77 | 2.22 | 80% |
| Returns for 1 year | 9.94 | 8.83 | 113% |
| Returns for 3 years | 39.77 | 30.47 | 131% |
| Returns for 5 years | 39.60 | N/A | - |
| Returns for 10 years | 75.07 | N/A | - |
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