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FBONX vs TSAMX
FBONX vs TSAMX Comparison
Open Charts FBONX vs TSAMX
American Funds American Balanced 529-F-3
Price$35.00
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Thornburg Summit A
Price$13.02
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets109.92M
FBONX vs TSAMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. TSAMX (110M). FBONX pays higher dividends than TSAMX: FBONX (2.50) vs TSAMX (2.27). FBONX was incepted earlier than TSAMX: FBONX (4 years) vs TSAMX (3 years). 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 : 12.59 vs. TSAMX (10.87).
| FBONX | TSAMX | FBONX / 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 | 1.952 | 1.323 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 110M | 218,182% |
| Annual Yield % from dividends | 2.50 | 2.27 | 110% |
| Returns for 1 year | 12.59 | 10.87 | 116% |
| Returns for 3 years | 14.84 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |