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RLEFX vs TSAMX
RLEFX vs TSAMX Comparison
Open Charts RLEFX vs TSAMX
American Funds American Balanced R5E
Price$38.78
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Thornburg Summit A
Price$14.55
Change-$0.08 (-0.55%)
VolumeN/A
Net Assets96.46M
RLEFX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. TSAMX (96.5M). RLEFX pays higher dividends than TSAMX: RLEFX (1.89) vs TSAMX (1.72). RLEFX was incepted earlier than TSAMX: RLEFX (10 years) vs TSAMX (4 years). TSAMX (1.81) is less costly to investors than RLEFX (0.39). TSAMX is a more actively managed with annual turnover of: 66.54 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than TSAMX: RLEFX (250) vs TSAMX (5000). TSAMX annual gain was more profitable for investors over the last year : 12.97 vs. RLEFX (9.19).
| RLEFX | TSAMX | RLEFX / TSAMX | |
| Total Expense Ratio | 0.39 | 0.96 | 41% |
| Annual Report Gross Expense Ratio | 0.39 | 1.81 | 22% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | 14.230 | 14.861 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 96.5M | 272,539% |
| Annual Yield % from dividends | 1.89 | 1.72 | 110% |
| Returns for 1 year | 9.19 | 12.97 | 71% |
| Returns for 3 years | 41.75 | 40.86 | 102% |
| Returns for 5 years | 39.92 | N/A | - |
| Returns for 10 years | 73.11 | N/A | - |
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