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RLBFX vs TCSHX
RLBFX vs TCSHX Comparison
Open Charts RLBFX vs TCSHX
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Transamerica Multi-Asset Income C
Price$14.24
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets721.44M
RLBFX vs TCSHX Comparison Chart
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RLBFX vs. TCSHX commentary
May 09, 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 RLBFX is a Buy and TCSHX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. TCSHX (721M). TCSHX pays higher dividends than RLBFX: TCSHX (2.70) vs RLBFX (2.26). RLBFX was incepted earlier than TCSHX: RLBFX (23 years) vs TCSHX (11 years). TCSHX (1.71) is less costly to investors than RLBFX (0.29). RLBFX (44.00) and TCSHX (42.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than TCSHX: RLBFX (250) vs TCSHX (1000). TCSHX annual gain was more profitable for investors over the last year : 7.95 vs. RLBFX (5.06). TCSHX return over 5 years is better than : 53.82 vs. RLBFX (38.47).
| RLBFX | TCSHX | RLBFX / TCSHX | |
| Total Expense Ratio | 0.29 | 1.71 | 17% |
| Annual Report Gross Expense Ratio | 0.29 | 1.71 | 17% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 0.528 | -0.904 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 721M | 32,455% |
| Annual Yield % from dividends | 2.26 | 2.70 | 84% |
| Returns for 1 year | 5.06 | 7.95 | 64% |
| Returns for 3 years | 22.75 | 16.44 | 138% |
| Returns for 5 years | 38.47 | 53.82 | 71% |
| Returns for 10 years | 53.33 | 69.95 | 76% |