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RLEFX vs TSAMX
RLEFX vs TSAMX Comparison
Open Charts RLEFX vs TSAMX
American Funds American Balanced R5E
Price$37.58
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
RLEFX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 255B vs. TSAMX (97.3M). RLEFX pays higher dividends than TSAMX: RLEFX (2.00) vs TSAMX (1.86). 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 : 11.71 vs. RLEFX (7.91).
| 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 | 10.337 | 14.205 | 73% |
| 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 | 2.00 | 1.86 | 108% |
| Returns for 1 year | 7.91 | 11.71 | 68% |
| Returns for 3 years | 36.87 | 40.01 | 92% |
| Returns for 5 years | 38.02 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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