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FBONX vs TSAMX
FBONX vs TSAMX Comparison
Open Charts FBONX vs TSAMX
American Funds American Balanced 529-F-3
Price$33.47
Change+$1.63 (+5.12%)
VolumeN/A
Net Assets217.49B
Thornburg Summit A
Price$12.54
Change+$0.57 (+4.76%)
VolumeN/A
Net Assets86.45M
FBONX vs TSAMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 217B vs. TSAMX (86.5M). FBONX pays higher dividends than TSAMX: FBONX (2.26) vs TSAMX (2.06). FBONX was incepted earlier than TSAMX: FBONX (4 years) vs TSAMX (3 years). TSAMX (1.81) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. TSAMX (128.69). FBONX has a lower initial minimum investment than TSAMX: FBONX (250) vs TSAMX (5000). FBONX annual gain was more profitable for investors over the last year : -3.30 vs. TSAMX (-3.69).
| FBONX | TSAMX | FBONX / TSAMX | |
| Total Expense Ratio | 0.30 | 0.96 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 1.81 | 17% |
| Fund Existence | 4 years | 3 years | - |
| Gain YTD | -6.897 | -6.607 | 104% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 86.5M | 250,867% |
| Annual Yield % from dividends | 2.26 | 2.06 | 109% |
| Returns for 1 year | -3.30 | -3.69 | 90% |
| Returns for 3 years | 7.03 | 6.84 | 103% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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