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FBONX vs TSAMX
FBONX vs TSAMX Comparison
Open Charts FBONX vs TSAMX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Thornburg Summit A
Price$13.94
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets93.3M
FBONX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. TSAMX (93.3M). FBONX pays higher dividends than TSAMX: FBONX (2.10) vs TSAMX (1.89). 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). TSAMX annual gain was more profitable for investors over the last year : 8.82 vs. FBONX (8.16).
| 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 | 8.208 | 9.567 | 86% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 93.3M | 270,096% |
| Annual Yield % from dividends | 2.10 | 1.89 | 111% |
| Returns for 1 year | 8.16 | 8.82 | 93% |
| Returns for 3 years | 37.33 | 36.66 | 102% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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