Interact to see
Advertisement
Advertisement
BALCX vs TAAHX
BALCX vs TAAHX Comparison
Open Charts BALCX vs TAAHX
American Funds American Balanced C
Price$38.08
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets269.72B
Transamerica Multi-Managed Balanced R
Price$36.17
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets1.51B
BALCX vs TAAHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. TAAHX (1.51B). BALCX pays higher dividends than TAAHX: BALCX (1.28) vs TAAHX (1.20). BALCX was incepted earlier than TAAHX: BALCX (25 years) vs TAAHX (4 years). TAAHX (1.32) and BALCX (1.31) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. TAAHX (41.00). TAAHX has a lower initial minimum investment than BALCX: TAAHX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 13.79 vs. TAAHX (9.42).
| BALCX | TAAHX | BALCX / TAAHX | |
| Total Expense Ratio | 1.31 | 1.21 | 108% |
| Annual Report Gross Expense Ratio | 1.31 | 1.32 | 99% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 2.503 | 0.974 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.51B | 17,869% |
| Annual Yield % from dividends | 1.28 | 1.20 | 107% |
| Returns for 1 year | 13.79 | 9.42 | 146% |
| Returns for 3 years | 34.95 | 29.10 | 120% |
| Returns for 5 years | 32.10 | N/A | - |
| Returns for 10 years | 80.75 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement