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RLBGX vs TSAMX
RLBGX vs TSAMX Comparison
Open Charts RLBGX vs TSAMX
American Funds American Balanced R6
Price$38.85
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Thornburg Summit A
Price$14.54
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets96M
RLBGX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 263B vs. TSAMX (96M). RLBGX pays higher dividends than TSAMX: RLBGX (2.01) vs TSAMX (1.72). RLBGX was incepted earlier than TSAMX: RLBGX (17 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 : 12.55 vs. RLBGX (9.36).
| RLBGX | TSAMX | RLBGX / TSAMX | |
| Total Expense Ratio | 0.25 | 0.96 | 26% |
| Annual Report Gross Expense Ratio | 0.25 | 1.81 | 14% |
| Fund Existence | 17 years | 4 years | - |
| Gain YTD | 14.391 | 14.782 | 97% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 96M | 273,958% |
| Annual Yield % from dividends | 2.01 | 1.72 | 117% |
| Returns for 1 year | 9.36 | 12.55 | 75% |
| Returns for 3 years | 42.39 | 40.76 | 104% |
| Returns for 5 years | 40.78 | N/A | - |
| Returns for 10 years | 74.82 | N/A | - |
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