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RLBGX vs TSAMX
RLBGX vs TSAMX Comparison
Open Charts RLBGX vs TSAMX
American Funds American Balanced R6
Price$39.59
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Thornburg Summit A
Price$14.86
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets98.16M
RLBGX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 268B vs. TSAMX (98.2M). RLBGX pays higher dividends than TSAMX: RLBGX (2.01) vs TSAMX (1.72). RLBGX was incepted earlier than TSAMX: RLBGX (17 years) vs TSAMX (4 years). TSAMX (1.81) is less costly to investors than RLBGX (0.25). TSAMX is a more actively managed with annual turnover of: 66.54 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than TSAMX: RLBGX (250) vs TSAMX (5000). TSAMX annual gain was more profitable for investors over the last year : 14.25 vs. RLBGX (10.35).
| RLBGX | TSAMX | RLBGX / TSAMX | |
| Total Expense Ratio | 0.25 | 0.96 | 26% |
| Annual Report Gross Expense Ratio | 0.25 | 1.81 | 14% |
| Fund Existence | 17 years | 4 years | - |
| Gain YTD | 16.570 | 17.308 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 98.2M | 272,912% |
| Annual Yield % from dividends | 2.01 | 1.72 | 117% |
| Returns for 1 year | 10.35 | 14.25 | 73% |
| Returns for 3 years | 44.95 | 42.70 | 105% |
| Returns for 5 years | 43.37 | N/A | - |
| Returns for 10 years | 81.84 | N/A | - |
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