Interact to see
Advertisement
Advertisement
FBAFX vs TSAMX
FBAFX vs TSAMX Comparison
Open Charts FBAFX vs TSAMX
American Funds American Balanced 529-F-2
Price$37.62
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Thornburg Summit A
Price$14.49
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets97.33M
FBAFX vs TSAMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 255B vs. TSAMX (97.3M). FBAFX pays higher dividends than TSAMX: FBAFX (2.04) vs TSAMX (1.86). FBAFX was incepted earlier than TSAMX: FBAFX (5 years) vs TSAMX (4 years). TSAMX (1.81) is less costly to investors than FBAFX (0.34). TSAMX is a more actively managed with annual turnover of: 66.54 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than TSAMX: FBAFX (250) vs TSAMX (5000). TSAMX annual gain was more profitable for investors over the last year : 11.71 vs. FBAFX (7.99).
| FBAFX | TSAMX | FBAFX / TSAMX | |
| Total Expense Ratio | 0.34 | 0.96 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 1.81 | 19% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 10.388 | 14.205 | 73% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 97.3M | 262,076% |
| Annual Yield % from dividends | 2.04 | 1.86 | 110% |
| Returns for 1 year | 7.99 | 11.71 | 68% |
| Returns for 3 years | 38.30 | 40.01 | 96% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement