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RAMHX vs TSAMX
RAMHX vs TSAMX Comparison
Open Charts RAMHX vs TSAMX
American Funds American Balanced R2E
Price$39.61
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Thornburg Summit A
Price$14.51
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets99.37M
RAMHX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 269B vs. TSAMX (99.4M). TSAMX pays higher dividends than RAMHX: TSAMX (1.75) vs RAMHX (1.31). RAMHX was incepted earlier than TSAMX: RAMHX (11 years) vs TSAMX (4 years). TSAMX (1.81) is less costly to investors than RAMHX (1.04). TSAMX is a more actively managed with annual turnover of: 66.54 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than TSAMX: RAMHX (250) vs TSAMX (5000). TSAMX annual gain was more profitable for investors over the last year : 11.99 vs. RAMHX (8.76).
| RAMHX | TSAMX | RAMHX / TSAMX | |
| Total Expense Ratio | 1.04 | 0.96 | 108% |
| Annual Report Gross Expense Ratio | 1.04 | 1.81 | 57% |
| Fund Existence | 11 years | 4 years | - |
| Gain YTD | 16.080 | 13.598 | 118% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 99.4M | 270,624% |
| Annual Yield % from dividends | 1.31 | 1.75 | 75% |
| Returns for 1 year | 8.76 | 11.99 | 73% |
| Returns for 3 years | 38.40 | 36.11 | 106% |
| Returns for 5 years | 36.44 | N/A | - |
| Returns for 10 years | 69.33 | N/A | - |