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FBONX vs TSAMX
FBONX vs TSAMX Comparison
Open Charts FBONX vs TSAMX
American Funds American Balanced 529-F-3
Price$38.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets263.25B
Thornburg Summit A
Price$14.79
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets98.79M
FBONX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. TSAMX (98.8M). FBONX pays higher dividends than TSAMX: FBONX (2.05) vs TSAMX (1.80). FBONX was incepted earlier than TSAMX: FBONX (5 years) vs TSAMX (4 years). TSAMX (1.81) is less costly to investors than FBONX (0.30). TSAMX is a more actively managed with annual turnover of: 66.54 vs. FBONX (44.00). FBONX has a lower initial minimum investment than TSAMX: FBONX (250) vs TSAMX (5000). TSAMX annual gain was more profitable for investors over the last year : 12.95 vs. FBONX (10.17).
| FBONX | TSAMX | FBONX / TSAMX | |
| Total Expense Ratio | 0.30 | 0.96 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 1.81 | 17% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 13.767 | 16.248 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 98.8M | 266,194% |
| Annual Yield % from dividends | 2.05 | 1.80 | 114% |
| Returns for 1 year | 10.17 | 12.95 | 79% |
| Returns for 3 years | 45.68 | 46.00 | 99% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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