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FBONX vs TSAMX
FBONX vs TSAMX Comparison
Open Charts FBONX vs TSAMX
American Funds American Balanced 529-F-3
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Thornburg Summit A
Price$13.57
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets93.95M
FBONX vs TSAMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. TSAMX (93.9M). FBONX pays higher dividends than TSAMX: FBONX (2.18) vs TSAMX (1.98). FBONX was incepted earlier than TSAMX: FBONX (5 years) vs TSAMX (3 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). FBONX (7.26) and TSAMX (7.16) have marching annual gain over last year.
| 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 | 3 years | - |
| Gain YTD | 4.712 | 5.877 | 80% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 93.9M | 259,851% |
| Annual Yield % from dividends | 2.18 | 1.98 | 110% |
| Returns for 1 year | 7.26 | 7.16 | 101% |
| Returns for 3 years | 25.41 | 24.55 | 104% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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| FOREX / NAME | Price $ | Chg $ | Chg % |
| CHFGBP | 0.90 | N/A | N/A |
| Switzerland Franc - United Kingdom Pound | |||
| GBPAUD | 2.09 | N/A | N/A |
| United Kingdom Pound - Australian Dollar | |||
| NZDCAD | 0.82 | N/A | N/A |
| New Zealand Dollar - Canadian Dollar | |||
| XAUUSD | 3378.06 | N/A | N/A |
| Gold Ounce - United States Dollar | |||
| AUDCHF | 0.53 | -0.00 | -0.20% |
| Australian Dollar - Switzerland Franc | |||