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$36.65
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets251.03B
Thornburg Summit A
Price$13.88
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets92.79M
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: 251B vs. TSAMX (92.8M). FBAFX pays higher dividends than TSAMX: FBAFX (2.06) vs TSAMX (1.89). FBAFX was incepted earlier than TSAMX: FBAFX (5 years) vs TSAMX (3 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 : 7.69 vs. FBAFX (6.95).
| 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 | 3 years | - |
| Gain YTD | 7.542 | 9.017 | 84% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 92.8M | 270,474% |
| Annual Yield % from dividends | 2.06 | 1.89 | 109% |
| Returns for 1 year | 6.95 | 7.69 | 90% |
| Returns for 3 years | 36.19 | 35.85 | 101% |
| 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