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RLBGX vs TSAMX
RLBGX vs TSAMX Comparison
Open Charts RLBGX vs TSAMX
American Funds American Balanced R6
Price$38.66
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets263.06B
Thornburg Summit A
Price$14.77
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets98.39M
RLBGX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 263B vs. TSAMX (98.4M). RLBGX pays higher dividends than TSAMX: RLBGX (2.09) vs TSAMX (1.80). 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 : 12.59 vs. RLBGX (10.09).
| 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 | 13.423 | 15.619 | 86% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 98.4M | 267,276% |
| Annual Yield % from dividends | 2.09 | 1.80 | 116% |
| Returns for 1 year | 10.09 | 12.59 | 80% |
| Returns for 3 years | 44.56 | 45.21 | 99% |
| Returns for 5 years | 44.00 | N/A | - |
| Returns for 10 years | 83.03 | N/A | - |
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