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FBAFX vs TASHX
FBAFX vs TASHX Comparison
Open Charts FBAFX vs TASHX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Transamerica Multi-Asset Income A
Price$15.24
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets781.01M
FBAFX vs TASHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. TASHX (781M). TASHX pays higher dividends than FBAFX: TASHX (3.33) vs FBAFX (2.06). FBAFX was incepted earlier than TASHX: FBAFX (5 years) vs TASHX (11 years). TASHX (0.99) is less costly to investors than FBAFX (0.34). FBAFX (44.00) and TASHX (42.00) have comparable annual turnover. FBAFX has a lower initial minimum investment than TASHX: FBAFX (250) vs TASHX (1000). TASHX annual gain was more profitable for investors over the last year : 13.51 vs. FBAFX (8.12).
| FBAFX | TASHX | FBAFX / TASHX | |
| Total Expense Ratio | 0.34 | 0.99 | 34% |
| Annual Report Gross Expense Ratio | 0.34 | 0.99 | 34% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.217 | 7.038 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 781M | 32,266% |
| Annual Yield % from dividends | 2.06 | 3.33 | 62% |
| Returns for 1 year | 8.12 | 13.51 | 60% |
| Returns for 3 years | 37.19 | 36.94 | 101% |
| Returns for 5 years | N/A | 60.87 | - |
| Returns for 10 years | N/A | 97.57 | - |
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