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FBONX vs TSUMX
FBONX vs TSUMX Comparison
Open Charts FBONX vs TSUMX
American Funds American Balanced 529-F-3
Price$36.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Thornburg Summit I
Price$13.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FBONX vs TSUMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. TSUMX (112M). FBONX (2.50) and TSUMX (2.50) have matching dividends . FBONX was incepted earlier than TSUMX: FBONX (4 years) vs TSUMX (6 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. TSUMX (128.69). FBONX has a lower initial minimum investment than TSUMX: FBONX (250) vs TSUMX (2500000). FBONX annual gain was more profitable for investors over the last year : 21.32 vs. TSUMX (17.76).
| FBONX | TSUMX | FBONX / TSUMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 12.986 | 11.915 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 112M | 208,929% |
| Annual Yield % from dividends | 2.50 | 2.50 | 100% |
| Returns for 1 year | 21.32 | 17.76 | 120% |
| Returns for 3 years | 14.84 | -1.12 | -1,324% |
| Returns for 5 years | N/A | 39.82 | - |
| Returns for 10 years | N/A | N/A | - |
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