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BALFX vs TSHIX
BALFX vs TSHIX Comparison
Open Charts BALFX vs TSHIX
American Funds American Balanced F1
Price$34.87
Change-$0.34 (-0.97%)
VolumeN/A
Net Assets241.5B
Transamerica Multi-Asset Income I
Price$14.70
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets764.31M
BALFX vs TSHIX Comparison Chart
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BALFX vs. TSHIX commentary
Mar 04, 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 BALFX is a Hold and TSHIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. TSHIX (764M). TSHIX pays higher dividends than BALFX: TSHIX (4.06) vs BALFX (2.21). BALFX was incepted earlier than TSHIX: BALFX (24 years) vs TSHIX (11 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. TSHIX (37.00). BALFX has a lower initial minimum investment than TSHIX: BALFX (250) vs TSHIX (1000000). TSHIX annual gain was more profitable for investors over the last year : 14.64 vs. BALFX (6.63). TSHIX return over 5 years is better than : 49.79 vs. BALFX (31.99).
| BALFX | TSHIX | BALFX / TSHIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 1.662 | 2.525 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 764M | 31,675% |
| Annual Yield % from dividends | 2.21 | 4.06 | 55% |
| Returns for 1 year | 6.63 | 14.64 | 45% |
| Returns for 3 years | 15.17 | 18.64 | 81% |
| Returns for 5 years | 31.99 | 49.79 | 64% |
| Returns for 10 years | 52.98 | 92.88 | 57% |
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