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RAMHX vs TSAMX
RAMHX vs TSAMX Comparison
Open Charts RAMHX vs TSAMX
American Funds American Balanced R2E
Price$38.79
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Thornburg Summit A
Price$14.85
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets97.4M
RAMHX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 265B vs. TSAMX (97.4M). TSAMX pays higher dividends than RAMHX: TSAMX (1.75) vs RAMHX (1.35). 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 : 13.15 vs. RAMHX (8.20).
| 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 | 14.224 | 17.230 | 83% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 97.4M | 272,074% |
| Annual Yield % from dividends | 1.35 | 1.75 | 77% |
| Returns for 1 year | 8.20 | 13.15 | 62% |
| Returns for 3 years | 48.64 | 51.73 | 94% |
| Returns for 5 years | 39.39 | N/A | - |
| Returns for 10 years | 70.36 | N/A | - |
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