Interact to see
Advertisement
Advertisement
FBAFX vs TSAMX
FBAFX vs TSAMX Comparison
Open Charts FBAFX vs TSAMX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
Thornburg Summit A
Price$15.13
Change+$0.26 (+1.75%)
VolumeN/A
Net Assets109.89M
FBAFX vs TSAMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. TSAMX (110M). FBAFX (2.11) and TSAMX (2.03) have matching dividends . FBAFX was incepted earlier than TSAMX: FBAFX (5 years) vs TSAMX (4 years). TSAMX (1.81) is less costly to investors than FBAFX (0.34). TSAMX is a more actively managed with annual turnover of: 66.54 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than TSAMX: FBAFX (250) vs TSAMX (5000). TSAMX annual gain was more profitable for investors over the last year : 17.69 vs. FBAFX (11.64).
| FBAFX | TSAMX | FBAFX / TSAMX | |
| Total Expense Ratio | 0.34 | 0.96 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 1.81 | 19% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 2.481 | 4.058 | 61% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 110M | 245,455% |
| Annual Yield % from dividends | 2.11 | 2.03 | 104% |
| Returns for 1 year | 11.64 | 17.69 | 66% |
| Returns for 3 years | 37.86 | 39.68 | 95% |
| Returns for 5 years | 39.18 | N/A | - |
| Returns for 10 years | N/A | 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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HTD | 24.79 | 0.25 | +1.02% |
| John Hancock Tax-Advantaged Dividend Income Fund | |||
| LKOR | 42.35 | 0.02 | +0.04% |
| FlexShares Crdt-Scrd US Lng Corp Bd ETF | |||
| WTMF | 38.59 | -0.03 | -0.08% |
| WisdomTree Managed Futures Strategy ETF | |||
| VTI | 339.85 | -2.63 | -0.77% |
| Vanguard Total Stock Market ETF | |||
| TQQY | 15.29 | -0.35 | -2.21% |
| GraniteShares YieldBOOST QQQ ETF | |||