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FBAFX vs TSAMX
FBAFX vs TSAMX Comparison
Open Charts FBAFX vs TSAMX
American Funds American Balanced 529-F-2
Price$36.90
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Thornburg Summit A
Price$13.88
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets92.52M
FBAFX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. TSAMX (92.5M). 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 (7.38) and FBAFX (7.31) have marching annual gain over last year.
| 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 | 8.275 | 8.781 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 92.5M | 272,432% |
| Annual Yield % from dividends | 2.06 | 1.89 | 109% |
| Returns for 1 year | 7.31 | 7.38 | 99% |
| Returns for 3 years | 38.17 | 36.68 | 104% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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