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FBONX vs TSAMX
FBONX vs TSAMX Comparison
Open Charts FBONX vs TSAMX
American Funds American Balanced 529-F-3
Price$37.62
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Thornburg Summit A
Price$14.49
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets97.33M
FBONX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 255B vs. TSAMX (97.3M). FBONX pays higher dividends than TSAMX: FBONX (2.08) vs TSAMX (1.86). 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 : 11.71 vs. FBONX (8.04).
| 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 | 10.409 | 14.205 | 73% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 97.3M | 262,076% |
| Annual Yield % from dividends | 2.08 | 1.86 | 112% |
| Returns for 1 year | 8.04 | 11.71 | 69% |
| Returns for 3 years | 38.44 | 40.01 | 96% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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