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RLBAX vs TASHX
RLBAX vs TASHX Comparison
Open Charts RLBAX vs TASHX
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
Transamerica Multi-Asset Income A
Price$14.07
Change-$0.31 (-2.16%)
VolumeN/A
Net Assets733.05M
RLBAX vs TASHX Comparison Chart
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RLBAX vs. TASHX commentary
Apr 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 RLBAX is a Buy and TASHX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. TASHX (733M). TASHX pays higher dividends than RLBAX: TASHX (3.32) vs RLBAX (1.27). RLBAX was incepted earlier than TASHX: RLBAX (23 years) vs TASHX (11 years). RLBAX (1.33) is less costly to investors than TASHX (0.99). RLBAX is a more actively managed with annual turnover of: 171.00 vs. TASHX (42.00). RLBAX has a lower initial minimum investment than TASHX: RLBAX (250) vs TASHX (1000). TASHX annual gain was more profitable for investors over the last year : 9.06 vs. RLBAX (0.57). TASHX return over 5 years is better than : 79.57 vs. RLBAX (41.60).
| RLBAX | TASHX | RLBAX / TASHX | |
| Total Expense Ratio | 1.33 | 0.99 | 134% |
| Annual Report Gross Expense Ratio | 1.33 | 0.99 | 134% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -2.348 | 0.090 | -2,603% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 733M | 32,060% |
| Annual Yield % from dividends | 1.27 | 3.32 | 38% |
| Returns for 1 year | 0.57 | 9.06 | 6% |
| Returns for 3 years | 7.24 | 13.93 | 52% |
| Returns for 5 years | 41.60 | 79.57 | 52% |
| Returns for 10 years | 41.83 | 82.80 | 51% |
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