Interact to see
Advertisement
Advertisement
CLBFX vs TSAMX
CLBFX vs TSAMX Comparison
Open Charts CLBFX vs TSAMX
American Funds American Balanced 529F
Price$37.88
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
CLBFX vs TSAMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. TSAMX (97.6M). CLBFX pays higher dividends than TSAMX: CLBFX (1.94) vs TSAMX (1.80). CLBFX was incepted earlier than TSAMX: CLBFX (23 years) vs TSAMX (4 years). TSAMX (1.81) is less costly to investors than CLBFX (0.67). TSAMX is a more actively managed with annual turnover of: 66.54 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than TSAMX: CLBFX (250) vs TSAMX (5000). TSAMX annual gain was more profitable for investors over the last year : 12.48 vs. CLBFX (10.11).
| CLBFX | TSAMX | CLBFX / TSAMX | |
| Total Expense Ratio | 0.67 | 0.96 | 70% |
| Annual Report Gross Expense Ratio | 0.67 | 1.81 | 37% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 11.495 | 14.126 | 81% |
| 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 | 1.94 | 1.80 | 108% |
| Returns for 1 year | 10.11 | 12.48 | 81% |
| Returns for 3 years | 41.65 | 42.35 | 98% |
| Returns for 5 years | 42.70 | N/A | - |
| Returns for 10 years | 92.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NUIIX | 30.88 | 0.16 | +0.52% |
| Nuveen International Dividend Growth I | |||
| QCSCX | 23.17 | 0.12 | +0.52% |
| Federated Hermes MDT Small Cap Core C | |||
| JCMAX | 65.58 | -0.03 | -0.05% |
| JPMorgan Mid Cap Equity A | |||
| CBECX | 11.01 | -0.01 | -0.09% |
| Allspring Large Cap Value CL C | |||
| GMLGX | 35.93 | -0.11 | -0.30% |
| GuideMark® Large Cap Core Service | |||