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RLBGX vs TSAMX
RLBGX vs TSAMX Comparison
Open Charts RLBGX vs TSAMX
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Thornburg Summit A
Price$13.94
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets93.3M
RLBGX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. TSAMX (93.3M). RLBGX pays higher dividends than TSAMX: RLBGX (2.15) vs TSAMX (1.89). 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). TSAMX annual gain was more profitable for investors over the last year : 8.82 vs. RLBGX (8.24).
| 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 | 8.259 | 9.567 | 86% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 93.3M | 270,096% |
| Annual Yield % from dividends | 2.15 | 1.89 | 114% |
| Returns for 1 year | 8.24 | 8.82 | 93% |
| Returns for 3 years | 36.31 | 36.66 | 99% |
| Returns for 5 years | 43.50 | N/A | - |
| Returns for 10 years | 68.54 | N/A | - |
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