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CLBFX vs TSAMX
CLBFX vs TSAMX Comparison
Open Charts CLBFX vs TSAMX
American Funds American Balanced 529F
Price$37.32
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
CLBFX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. TSAMX (96.6M). CLBFX pays higher dividends than TSAMX: CLBFX (1.97) vs TSAMX (1.86). 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 : 11.79 vs. CLBFX (8.11).
| 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 | 9.847 | 13.340 | 74% |
| 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 | 1.97 | 1.86 | 106% |
| Returns for 1 year | 8.11 | 11.79 | 69% |
| Returns for 3 years | 31.15 | 33.43 | 93% |
| Returns for 5 years | 40.98 | N/A | - |
| Returns for 10 years | 82.32 | N/A | - |
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