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RLBAX vs TASHX
RLBAX vs TASHX Comparison
Open Charts RLBAX vs TASHX
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Transamerica Multi-Asset Income A
Price$14.81
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets764.44M
RLBAX vs TASHX Comparison Chart
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RLBAX vs. TASHX commentary
Feb 23, 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 Hold and TASHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. TASHX (764M). TASHX pays higher dividends than RLBAX: TASHX (3.80) vs RLBAX (1.59). RLBAX was incepted earlier than TASHX: RLBAX (23 years) vs TASHX (11 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. TASHX (37.00). 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 : 14.67 vs. RLBAX (8.36). TASHX return over 5 years is better than : 42.94 vs. RLBAX (26.04).
| RLBAX | TASHX | RLBAX / TASHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 2.764 | 2.821 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 764M | 31,675% |
| Annual Yield % from dividends | 1.59 | 3.80 | 42% |
| Returns for 1 year | 8.36 | 14.67 | 57% |
| Returns for 3 years | 15.63 | 18.31 | 85% |
| Returns for 5 years | 26.04 | 42.94 | 61% |
| Returns for 10 years | 46.53 | 85.85 | 54% |