Interact to see
Advertisement
Advertisement
RAMHX vs TSAMX
RAMHX vs TSAMX Comparison
Open Charts RAMHX vs TSAMX
American Funds American Balanced R2E
Price$38.89
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Thornburg Summit A
Price$14.89
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets97.54M
RAMHX vs TSAMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 266B vs. TSAMX (97.5M). TSAMX pays higher dividends than RAMHX: TSAMX (1.75) vs RAMHX (1.35). RAMHX was incepted earlier than TSAMX: RAMHX (11 years) vs TSAMX (4 years). TSAMX (1.81) is less costly to investors than RAMHX (1.04). TSAMX is a more actively managed with annual turnover of: 66.54 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than TSAMX: RAMHX (250) vs TSAMX (5000). TSAMX annual gain was more profitable for investors over the last year : 13.37 vs. RAMHX (9.41).
| RAMHX | TSAMX | RAMHX / TSAMX | |
| Total Expense Ratio | 1.04 | 0.96 | 108% |
| Annual Report Gross Expense Ratio | 1.04 | 1.81 | 57% |
| Fund Existence | 11 years | 4 years | - |
| Gain YTD | 14.519 | 17.545 | 83% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 97.5M | 272,821% |
| Annual Yield % from dividends | 1.35 | 1.75 | 77% |
| Returns for 1 year | 9.41 | 13.37 | 70% |
| Returns for 3 years | 49.85 | 52.43 | 95% |
| Returns for 5 years | 39.79 | N/A | - |
| Returns for 10 years | 72.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement