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BALCX vs TSAMX
BALCX vs TSAMX Comparison
Open Charts BALCX vs TSAMX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Thornburg Summit A
Price$14.17
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets94.77M
BALCX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. TSAMX (94.8M). TSAMX pays higher dividends than BALCX: TSAMX (1.89) vs BALCX (1.19). BALCX was incepted earlier than TSAMX: BALCX (24 years) vs TSAMX (3 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 : 11.72 vs. BALCX (9.43).
| 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 | 3 years | - |
| Gain YTD | 8.597 | 11.375 | 76% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 94.8M | 267,932% |
| Annual Yield % from dividends | 1.19 | 1.89 | 63% |
| Returns for 1 year | 9.43 | 11.72 | 80% |
| Returns for 3 years | 32.20 | 38.16 | 84% |
| Returns for 5 years | 35.43 | N/A | - |
| Returns for 10 years | 58.21 | N/A | - |
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