Interact to see
Advertisement
Advertisement
RLEFX vs TSAMX
RLEFX vs TSAMX Comparison
Open Charts RLEFX vs TSAMX
American Funds American Balanced R5E
Price$39.00
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets265.09B
Thornburg Summit A
Price$14.80
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets96.53M
RLEFX vs TSAMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 265B vs. TSAMX (96.5M). RLEFX pays higher dividends than TSAMX: RLEFX (1.92) vs TSAMX (1.75). 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 : 12.68 vs. RLEFX (9.56).
| 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 | 14.878 | 16.835 | 88% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 96.5M | 274,611% |
| Annual Yield % from dividends | 1.92 | 1.75 | 110% |
| Returns for 1 year | 9.56 | 12.68 | 75% |
| Returns for 3 years | 54.64 | 54.16 | 101% |
| Returns for 5 years | 43.34 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement