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BALCX vs TASHX
BALCX vs TASHX Comparison
Open Charts BALCX vs TASHX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Transamerica Multi-Asset Income A
Price$16.34
Change+$0.43 (+2.70%)
VolumeN/A
Net Assets872.9M
BALCX vs TASHX Comparison Chart in %
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BALCX vs. TASHX commentary
Feb 05, 2026
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: 270B vs. TASHX (873M). TASHX pays higher dividends than BALCX: TASHX (3.11) vs BALCX (1.25). 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). TASHX is a more actively managed with annual turnover of: 53.00 vs. BALCX (44.00). 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 : 14.55 vs. BALCX (10.51). TASHX return over 5 years is better than : 45.68 vs. BALCX (31.49).
| 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 | 2.396 | 1.416 | 169% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 873M | 30,928% |
| Annual Yield % from dividends | 1.25 | 3.11 | 40% |
| Returns for 1 year | 10.51 | 14.55 | 72% |
| Returns for 3 years | 33.72 | 39.34 | 86% |
| Returns for 5 years | 31.49 | 45.68 | 69% |
| Returns for 10 years | 79.52 | 132.44 | 60% |
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