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FBAFX vs TSAMX
FBAFX vs TSAMX Comparison
Open Charts FBAFX vs TSAMX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Thornburg Summit A
Price$14.85
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets97.4M
FBAFX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. TSAMX (97.4M). FBAFX pays higher dividends than TSAMX: FBAFX (1.97) vs TSAMX (1.75). 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 : 13.15 vs. FBAFX (8.96).
| 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 | 14.855 | 17.230 | 86% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 97.4M | 273,101% |
| Annual Yield % from dividends | 1.97 | 1.75 | 112% |
| Returns for 1 year | 8.96 | 13.15 | 68% |
| Returns for 3 years | 52.50 | 51.73 | 101% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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