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CLBFX vs TSAMX
CLBFX vs TSAMX Comparison
Open Charts CLBFX vs TSAMX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Thornburg Summit A
Price$14.17
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets94.77M
CLBFX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. TSAMX (94.8M). CLBFX pays higher dividends than TSAMX: CLBFX (1.99) vs TSAMX (1.89). CLBFX was incepted earlier than TSAMX: CLBFX (23 years) vs TSAMX (3 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 : 11.72 vs. CLBFX (10.40).
| 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 | 3 years | - |
| Gain YTD | 9.111 | 11.375 | 80% |
| 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 | 1.99 | 1.89 | 105% |
| Returns for 1 year | 10.40 | 11.72 | 89% |
| Returns for 3 years | 36.42 | 38.16 | 95% |
| Returns for 5 years | 42.59 | N/A | - |
| Returns for 10 years | 81.10 | N/A | - |
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