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BALFX vs TSHIX
BALFX vs TSHIX Comparison
Open Charts BALFX vs TSHIX
American Funds American Balanced F1
Price$34.76
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
Transamerica Multi-Asset Income I
Price$14.62
Change+$0.07 (+0.48%)
VolumeN/A
CapitalizationN/A
BALFX vs TSHIX Comparison Chart
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BALFX vs. TSHIX commentary
Dec 26, 2024
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 Buy and TSHIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 238B vs. TSHIX (736M). 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 : 15.24 vs. BALFX (11.40). TSHIX return over 5 years is better than : 43.64 vs. BALFX (30.93).
| 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 | 10.914 | 15.065 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 736M | 32,337% |
| Annual Yield % from dividends | 2.21 | 4.06 | 55% |
| Returns for 1 year | 11.40 | 15.24 | 75% |
| Returns for 3 years | 9.72 | 12.87 | 76% |
| Returns for 5 years | 30.93 | 43.64 | 71% |
| Returns for 10 years | 52.87 | 89.89 | 59% |
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