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RAMHX vs TSAMX
RAMHX vs TSAMX Comparison
Open Charts RAMHX vs TSAMX
American Funds American Balanced R2E
Price$38.32
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
Thornburg Summit A
Price$14.77
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets98.79M
RAMHX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. TSAMX (98.8M). TSAMX pays higher dividends than RAMHX: TSAMX (1.80) vs RAMHX (1.40). 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 : 12.95 vs. RAMHX (9.08).
| 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 | 12.840 | 16.248 | 79% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 98.8M | 266,194% |
| Annual Yield % from dividends | 1.40 | 1.80 | 77% |
| Returns for 1 year | 9.08 | 12.95 | 70% |
| Returns for 3 years | 41.39 | 46.00 | 90% |
| Returns for 5 years | 40.57 | N/A | - |
| Returns for 10 years | 74.03 | N/A | - |
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