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RAMHX vs TSAMX
RAMHX vs TSAMX Comparison
Open Charts RAMHX vs TSAMX
American Funds American Balanced R2E
Price$36.44
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets251.03B
Thornburg Summit A
Price$13.88
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets92.79M
RAMHX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 251B vs. TSAMX (92.8M). TSAMX pays higher dividends than RAMHX: TSAMX (1.89) vs RAMHX (1.43). 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 : 7.69 vs. RAMHX (6.40).
| 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 | 7.242 | 9.017 | 80% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 92.8M | 270,474% |
| Annual Yield % from dividends | 1.43 | 1.89 | 76% |
| Returns for 1 year | 6.40 | 7.69 | 83% |
| Returns for 3 years | 32.60 | 35.85 | 91% |
| Returns for 5 years | 37.10 | N/A | - |
| Returns for 10 years | 59.04 | N/A | - |
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