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FBONX vs TSAMX
FBONX vs TSAMX Comparison
Open Charts FBONX vs TSAMX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
Thornburg Summit A
Price$15.13
Change+$0.26 (+1.75%)
VolumeN/A
Net Assets109.89M
FBONX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. TSAMX (110M). FBONX pays higher dividends than TSAMX: FBONX (2.14) vs TSAMX (2.03). FBONX was incepted earlier than TSAMX: FBONX (5 years) vs TSAMX (4 years). TSAMX (1.81) is less costly to investors than FBONX (0.30). TSAMX is a more actively managed with annual turnover of: 66.54 vs. FBONX (44.00). FBONX has a lower initial minimum investment than TSAMX: FBONX (250) vs TSAMX (5000). TSAMX annual gain was more profitable for investors over the last year : 17.69 vs. FBONX (11.66).
| FBONX | TSAMX | FBONX / TSAMX | |
| Total Expense Ratio | 0.30 | 0.96 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 1.81 | 17% |
| 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 | 2.14 | 2.03 | 106% |
| Returns for 1 year | 11.66 | 17.69 | 66% |
| Returns for 3 years | 37.96 | 39.68 | 96% |
| Returns for 5 years | 39.41 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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