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FBAFX vs TASHX
FBAFX vs TASHX Comparison
Open Charts FBAFX vs TASHX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Transamerica Multi-Asset Income A
Price$15.97
Change-$0.16 (-0.99%)
VolumeN/A
Net Assets843.13M
FBAFX vs TASHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. TASHX (843M). TASHX pays higher dividends than FBAFX: TASHX (3.18) vs FBAFX (1.94). FBAFX was incepted earlier than TASHX: FBAFX (5 years) vs TASHX (12 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 : 13.81 vs. FBAFX (9.01). TASHX return over 5 years is better than : 53.05 vs. FBAFX (43.18).
| 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 | 12 years | - |
| Gain YTD | 15.061 | 14.426 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 843M | 31,910% |
| Annual Yield % from dividends | 1.94 | 3.18 | 61% |
| Returns for 1 year | 9.01 | 13.81 | 65% |
| Returns for 3 years | 44.43 | 40.71 | 109% |
| Returns for 5 years | 43.18 | 53.05 | 81% |
| Returns for 10 years | N/A | 115.77 | - |
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