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RLBGX vs TSAMX
RLBGX vs TSAMX Comparison
Open Charts RLBGX vs TSAMX
American Funds American Balanced R6
Price$37.08
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Thornburg Summit A
Price$14.20
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets94.74M
RLBGX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 253B vs. TSAMX (94.7M). RLBGX pays higher dividends than TSAMX: RLBGX (2.13) vs TSAMX (1.86). RLBGX was incepted earlier than TSAMX: RLBGX (16 years) vs TSAMX (4 years). TSAMX (1.81) is less costly to investors than RLBGX (0.25). TSAMX is a more actively managed with annual turnover of: 66.54 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than TSAMX: RLBGX (250) vs TSAMX (5000). TSAMX annual gain was more profitable for investors over the last year : 13.45 vs. RLBGX (11.78).
| RLBGX | TSAMX | RLBGX / TSAMX | |
| Total Expense Ratio | 0.25 | 0.96 | 26% |
| Annual Report Gross Expense Ratio | 0.25 | 1.81 | 14% |
| Fund Existence | 16 years | 4 years | - |
| Gain YTD | 8.787 | 11.611 | 76% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 94.7M | 267,159% |
| Annual Yield % from dividends | 2.13 | 1.86 | 115% |
| Returns for 1 year | 11.78 | 13.45 | 88% |
| Returns for 3 years | 32.10 | 33.00 | 97% |
| Returns for 5 years | 38.61 | N/A | - |
| Returns for 10 years | 67.05 | N/A | - |
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