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BALFX vs TSHIX
BALFX vs TSHIX Comparison
Open Charts BALFX vs TSHIX
American Funds American Balanced F1
Price$35.37
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Transamerica Multi-Asset Income I
Price$14.79
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets750.45M
BALFX vs TSHIX Comparison Chart
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BALFX vs. TSHIX commentary
Jan 31, 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 Buy and TSHIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. TSHIX (750M). 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 : 15.72 vs. BALFX (12.05). TSHIX return over 5 years is better than : 46.05 vs. BALFX (33.74).
| 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 | 3.120 | 1.595 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 750M | 32,133% |
| Annual Yield % from dividends | 2.21 | 4.06 | 55% |
| Returns for 1 year | 12.05 | 15.72 | 77% |
| Returns for 3 years | 14.66 | 15.24 | 96% |
| Returns for 5 years | 33.74 | 46.05 | 73% |
| Returns for 10 years | 57.51 | 94.35 | 61% |
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