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CLBCX vs TSAMX
CLBCX vs TSAMX Comparison
Open Charts CLBCX vs TSAMX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Thornburg Summit A
Price$14.42
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets96.6M
CLBCX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. TSAMX (96.6M). TSAMX pays higher dividends than CLBCX: TSAMX (1.86) vs CLBCX (1.12). 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 : 11.79 vs. CLBCX (7.14).
| 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 | 9.208 | 13.340 | 69% |
| 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 | 1.12 | 1.86 | 61% |
| Returns for 1 year | 7.14 | 11.79 | 61% |
| Returns for 3 years | 27.58 | 33.43 | 82% |
| Returns for 5 years | 34.64 | N/A | - |
| Returns for 10 years | 65.77 | N/A | - |
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