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BALCX vs TASHX
BALCX vs TASHX Comparison
Open Charts BALCX vs TASHX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Transamerica Multi-Asset Income A
Price$15.84
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets821.74M
BALCX vs TASHX Comparison Chart in %
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BALCX vs. TASHX commentary
Sep 28, 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 BALCX is a Hold and TASHX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. TASHX (822M). TASHX pays higher dividends than BALCX: TASHX (3.30) vs BALCX (1.16). BALCX was incepted earlier than TASHX: BALCX (25 years) vs TASHX (12 years). BALCX (1.31) is less costly to investors than TASHX (0.99). BALCX (44.00) and TASHX (42.00) have comparable annual turnover. BALCX has a lower initial minimum investment than TASHX: BALCX (250) vs TASHX (1000). TASHX annual gain was more profitable for investors over the last year : 13.71 vs. BALCX (7.28). TASHX return over 5 years is better than : 61.58 vs. BALCX (40.11).
| BALCX | TASHX | BALCX / TASHX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 1.31 | 0.99 | 132% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 12.568 | 12.123 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 822M | 31,995% |
| Annual Yield % from dividends | 1.16 | 3.30 | 35% |
| Returns for 1 year | 7.28 | 13.71 | 53% |
| Returns for 3 years | 48.24 | 48.32 | 100% |
| Returns for 5 years | 40.11 | 61.58 | 65% |
| Returns for 10 years | 74.67 | 118.23 | 63% |
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