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RLEFX vs TSAMX
RLEFX vs TSAMX Comparison
Open Charts RLEFX vs TSAMX
American Funds American Balanced R5E
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets219.52B
Thornburg Summit A
Price$12.54
Change+$0.57 (+4.76%)
VolumeN/A
Net Assets86.45M
RLEFX vs TSAMX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 220B vs. TSAMX (86.5M). RLEFX (2.16) and TSAMX (2.06) have matching dividends . RLEFX was incepted earlier than TSAMX: RLEFX (9 years) vs TSAMX (3 years). TSAMX (1.81) is less costly to investors than RLEFX (0.40). 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 : -3.37 vs. TSAMX (-3.69).
| RLEFX | TSAMX | RLEFX / TSAMX | |
| Total Expense Ratio | 0.40 | 0.96 | 42% |
| Annual Report Gross Expense Ratio | 0.40 | 1.81 | 22% |
| Fund Existence | 9 years | 3 years | - |
| Gain YTD | -6.898 | -6.607 | 104% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 86.5M | 254,335% |
| Annual Yield % from dividends | 2.16 | 2.06 | 105% |
| Returns for 1 year | -3.37 | -3.69 | 91% |
| Returns for 3 years | 5.51 | 6.84 | 81% |
| Returns for 5 years | 31.22 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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