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RLBGX vs TSAMX
RLBGX vs TSAMX Comparison
Open Charts RLBGX vs TSAMX
American Funds American Balanced R6
Price$37.65
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Thornburg Summit A
Price$14.49
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets97.33M
RLBGX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 255B vs. TSAMX (97.3M). RLBGX pays higher dividends than TSAMX: RLBGX (2.13) vs TSAMX (1.86). 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 : 11.71 vs. RLBGX (8.12).
| 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 | 10.460 | 14.205 | 74% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 97.3M | 262,076% |
| Annual Yield % from dividends | 2.13 | 1.86 | 115% |
| Returns for 1 year | 8.12 | 11.71 | 69% |
| Returns for 3 years | 37.40 | 40.01 | 93% |
| Returns for 5 years | 38.88 | N/A | - |
| Returns for 10 years | 80.15 | N/A | - |
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