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BALCX vs TSAMX
BALCX vs TSAMX Comparison
Open Charts BALCX vs TSAMX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Thornburg Summit A
Price$14.42
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets96.6M
BALCX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. TSAMX (96.6M). TSAMX pays higher dividends than BALCX: TSAMX (1.86) vs BALCX (1.18). BALCX was incepted earlier than TSAMX: BALCX (24 years) vs TSAMX (4 years). TSAMX (1.81) is less costly to investors than BALCX (1.31). TSAMX is a more actively managed with annual turnover of: 66.54 vs. BALCX (44.00). BALCX has a lower initial minimum investment than TSAMX: BALCX (250) vs TSAMX (5000). TSAMX annual gain was more profitable for investors over the last year : 11.79 vs. BALCX (7.16).
| BALCX | TSAMX | BALCX / TSAMX | |
| Total Expense Ratio | 1.31 | 0.96 | 136% |
| Annual Report Gross Expense Ratio | 1.31 | 1.81 | 72% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 9.274 | 13.340 | 70% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 96.6M | 265,010% |
| Annual Yield % from dividends | 1.18 | 1.86 | 64% |
| Returns for 1 year | 7.16 | 11.79 | 61% |
| Returns for 3 years | 27.12 | 33.43 | 81% |
| Returns for 5 years | 33.87 | N/A | - |
| Returns for 10 years | 59.19 | N/A | - |
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