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RLEFX vs TSAMX
RLEFX vs TSAMX Comparison
Open Charts RLEFX vs TSAMX
American Funds American Balanced R5E
Price$35.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
Thornburg Summit A
Price$13.57
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets93.95M
RLEFX vs TSAMX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. TSAMX (93.9M). RLEFX pays higher dividends than TSAMX: RLEFX (2.09) vs TSAMX (1.98). RLEFX was incepted earlier than TSAMX: RLEFX (10 years) vs TSAMX (3 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). RLEFX (7.16) and TSAMX (7.16) have marching annual gain over last year.
| 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 | 3 years | - |
| Gain YTD | 4.659 | 5.877 | 79% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 93.9M | 259,851% |
| Annual Yield % from dividends | 2.09 | 1.98 | 106% |
| Returns for 1 year | 7.16 | 7.16 | 100% |
| Returns for 3 years | 23.58 | 24.55 | 96% |
| Returns for 5 years | 35.68 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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