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BALFX vs TAAHX
BALFX vs TAAHX Comparison
Open Charts BALFX vs TAAHX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Transamerica Multi-Managed Balanced R
Price$37.22
Change-$0.42 (-1.12%)
VolumeN/A
Net Assets1.5B
BALFX vs TAAHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. TAAHX (1.5B). BALFX pays higher dividends than TAAHX: BALFX (1.70) vs TAAHX (1.16). BALFX was incepted earlier than TAAHX: BALFX (25 years) vs TAAHX (4 years). TAAHX (1.32) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. TAAHX (41.00). TAAHX has a lower initial minimum investment than BALFX: TAAHX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 8.72 vs. TAAHX (3.50).
| BALFX | TAAHX | BALFX / TAAHX | |
| Total Expense Ratio | 0.61 | 1.21 | 50% |
| Annual Report Gross Expense Ratio | 0.61 | 1.32 | 46% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 14.780 | 12.238 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.5B | 17,909% |
| Annual Yield % from dividends | 1.70 | 1.16 | 146% |
| Returns for 1 year | 8.72 | 3.50 | 249% |
| Returns for 3 years | 42.49 | 32.89 | 129% |
| Returns for 5 years | 39.44 | N/A | - |
| Returns for 10 years | 73.97 | N/A | - |
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