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RLEFX vs TSAMX
RLEFX vs TSAMX Comparison
Open Charts RLEFX vs TSAMX
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Thornburg Summit A
Price$13.94
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets93.3M
RLEFX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. TSAMX (93.3M). RLEFX pays higher dividends than TSAMX: RLEFX (2.01) vs TSAMX (1.89). 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). TSAMX annual gain was more profitable for investors over the last year : 8.82 vs. RLEFX (8.07).
| 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 | 8.164 | 9.567 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 93.3M | 270,096% |
| Annual Yield % from dividends | 2.01 | 1.89 | 107% |
| Returns for 1 year | 8.07 | 8.82 | 91% |
| Returns for 3 years | 35.76 | 36.66 | 98% |
| Returns for 5 years | 42.56 | N/A | - |
| Returns for 10 years | N/A | N/A | - |