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RLEFX vs TSAMX
RLEFX vs TSAMX Comparison
Open Charts RLEFX vs TSAMX
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Thornburg Summit A
Price$13.08
Change-$0.07 (-0.53%)
VolumeN/A
CapitalizationN/A
RLEFX vs TSAMX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. TSAMX (108M). RLEFX pays higher dividends than TSAMX: RLEFX (2.42) vs TSAMX (2.27). RLEFX was incepted earlier than TSAMX: RLEFX (9 years) vs TSAMX (3 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. TSAMX (128.69). RLEFX has a lower initial minimum investment than TSAMX: RLEFX (250) vs TSAMX (5000). RLEFX annual gain was more profitable for investors over the last year : 21.09 vs. TSAMX (15.68).
| RLEFX | TSAMX | RLEFX / TSAMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 3 years | - |
| Gain YTD | 14.211 | 10.094 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 108M | 218,519% |
| Annual Yield % from dividends | 2.42 | 2.27 | 107% |
| Returns for 1 year | 21.09 | 15.68 | 134% |
| Returns for 3 years | 10.95 | N/A | - |
| Returns for 5 years | 35.95 | N/A | - |
| Returns for 10 years | N/A | N/A | - |