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RLBGX vs TSAMX
RLBGX vs TSAMX Comparison
Open Charts RLBGX vs TSAMX
American Funds American Balanced R6
Price$36.17
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Thornburg Summit A
Price$13.08
Change-$0.07 (-0.53%)
VolumeN/A
CapitalizationN/A
RLBGX vs TSAMX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. TSAMX (108M). RLBGX pays higher dividends than TSAMX: RLBGX (2.55) vs TSAMX (2.27). RLBGX was incepted earlier than TSAMX: RLBGX (16 years) vs TSAMX (3 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. TSAMX (128.69). RLBGX has a lower initial minimum investment than TSAMX: RLBGX (250) vs TSAMX (5000). RLBGX annual gain was more profitable for investors over the last year : 21.31 vs. TSAMX (15.68).
| RLBGX | TSAMX | RLBGX / TSAMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 3 years | - |
| Gain YTD | 14.385 | 10.094 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 108M | 218,519% |
| Annual Yield % from dividends | 2.55 | 2.27 | 113% |
| Returns for 1 year | 21.31 | 15.68 | 136% |
| Returns for 3 years | 11.30 | N/A | - |
| Returns for 5 years | 36.78 | N/A | - |
| Returns for 10 years | 53.54 | N/A | - |