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RAMHX vs TSAMX
RAMHX vs TSAMX Comparison
Open Charts RAMHX vs TSAMX
American Funds American Balanced R2E
Price$35.54
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
RAMHX vs TSAMX Comparison Chart
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 244B vs. TSAMX (93.9M). TSAMX pays higher dividends than RAMHX: TSAMX (1.98) vs RAMHX (1.49). RAMHX was incepted earlier than TSAMX: RAMHX (11 years) vs TSAMX (3 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 : 7.16 vs. RAMHX (6.45).
| 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 | 3 years | - |
| Gain YTD | 4.393 | 5.877 | 75% |
| 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 | 1.49 | 1.98 | 75% |
| Returns for 1 year | 6.45 | 7.16 | 90% |
| Returns for 3 years | 21.69 | 24.55 | 88% |
| Returns for 5 years | 32.06 | N/A | - |
| Returns for 10 years | 54.56 | N/A | - |