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BALFX vs TSHIX
BALFX vs TSHIX Comparison
Open Charts BALFX vs TSHIX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Transamerica Multi-Asset Income I
Price$14.08
Change-$0.31 (-2.15%)
VolumeN/A
Net Assets733.05M
BALFX vs TSHIX Comparison Chart
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BALFX 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 BALFX is a Hold and TSHIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. TSHIX (733M). TSHIX pays higher dividends than BALFX: TSHIX (3.57) vs BALFX (1.95). BALFX was incepted earlier than TSHIX: BALFX (24 years) vs TSHIX (11 years). TSHIX (0.73) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. TSHIX (42.00). 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 : 9.82 vs. BALFX (1.33). TSHIX return over 5 years is better than : 82.45 vs. BALFX (45.99).
| BALFX | TSHIX | BALFX / TSHIX | |
| Total Expense Ratio | 0.62 | 0.72 | 86% |
| Annual Report Gross Expense Ratio | 0.62 | 0.73 | 85% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -2.155 | 0.151 | -1,430% |
| 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 | 1.95 | 3.57 | 55% |
| Returns for 1 year | 1.33 | 9.82 | 14% |
| Returns for 3 years | 9.14 | 15.19 | 60% |
| Returns for 5 years | 45.99 | 82.45 | 56% |
| Returns for 10 years | 47.77 | 87.39 | 55% |