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FBAFX vs TSAMX
FBAFX vs TSAMX Comparison
Open Charts FBAFX vs TSAMX
American Funds American Balanced 529-F-2
Price$35.07
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
Thornburg Summit A
Price$13.14
Change-$0.05 (-0.38%)
VolumeN/A
CapitalizationN/A
FBAFX vs TSAMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 230B vs. TSAMX (111M). FBAFX pays higher dividends than TSAMX: FBAFX (2.47) vs TSAMX (2.27). FBAFX was incepted earlier than TSAMX: FBAFX (4 years) vs TSAMX (3 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. TSAMX (128.69). FBAFX has a lower initial minimum investment than TSAMX: FBAFX (250) vs TSAMX (5000). FBAFX annual gain was more profitable for investors over the last year : 12.73 vs. TSAMX (11.61).
| FBAFX | TSAMX | FBAFX / TSAMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 3 years | - |
| Gain YTD | 11.739 | 10.599 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 111M | 207,207% |
| Annual Yield % from dividends | 2.47 | 2.27 | 109% |
| Returns for 1 year | 12.73 | 11.61 | 110% |
| Returns for 3 years | 14.03 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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