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FBONX vs TSAMX
FBONX vs TSAMX Comparison
Open Charts FBONX vs TSAMX
American Funds American Balanced 529-F-3
Price$37.64
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Thornburg Summit A
Price$14.51
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets101.56M
FBONX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. TSAMX (102M). FBONX pays higher dividends than TSAMX: FBONX (1.93) vs TSAMX (1.75). 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 : 13.66 vs. FBONX (9.42).
| 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 | 10.852 | 14.546 | 75% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 102M | 263,725% |
| Annual Yield % from dividends | 1.93 | 1.75 | 111% |
| Returns for 1 year | 9.42 | 13.66 | 69% |
| Returns for 3 years | 38.77 | 39.83 | 97% |
| Returns for 5 years | 38.32 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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