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RLBGX vs TSAMX
RLBGX vs TSAMX Comparison
Open Charts RLBGX vs TSAMX
American Funds American Balanced R6
Price$35.80
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
RLBGX vs TSAMX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. TSAMX (93.9M). RLBGX pays higher dividends than TSAMX: RLBGX (2.23) vs TSAMX (1.98). RLBGX was incepted earlier than TSAMX: RLBGX (16 years) vs TSAMX (3 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). RLBGX (7.34) and TSAMX (7.16) have marching annual gain over last year.
| 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 | 3 years | - |
| Gain YTD | 4.750 | 5.877 | 81% |
| 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 | 2.23 | 1.98 | 113% |
| Returns for 1 year | 7.34 | 7.16 | 103% |
| Returns for 3 years | 24.05 | 24.55 | 98% |
| Returns for 5 years | 36.58 | N/A | - |
| Returns for 10 years | 62.29 | N/A | - |
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