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CLBCX vs TSAMX
CLBCX vs TSAMX Comparison
Open Charts CLBCX vs TSAMX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Thornburg Summit A
Price$14.51
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets97.56M
CLBCX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. TSAMX (97.6M). TSAMX pays higher dividends than CLBCX: TSAMX (1.80) vs CLBCX (1.11). CLBCX was incepted earlier than TSAMX: CLBCX (24 years) vs TSAMX (4 years). TSAMX (1.81) is less costly to investors than CLBCX (1.35). TSAMX is a more actively managed with annual turnover of: 66.54 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than TSAMX: CLBCX (250) vs TSAMX (5000). TSAMX annual gain was more profitable for investors over the last year : 12.48 vs. CLBCX (9.15).
| CLBCX | TSAMX | CLBCX / TSAMX | |
| Total Expense Ratio | 1.35 | 0.96 | 141% |
| Annual Report Gross Expense Ratio | 1.35 | 1.81 | 75% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 10.785 | 14.126 | 76% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 97.6M | 265,369% |
| Annual Yield % from dividends | 1.11 | 1.80 | 61% |
| Returns for 1 year | 9.15 | 12.48 | 73% |
| Returns for 3 years | 37.75 | 42.35 | 89% |
| Returns for 5 years | 36.30 | N/A | - |
| Returns for 10 years | 74.80 | N/A | - |
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