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RLBGX vs TSAMX
RLBGX vs TSAMX Comparison
Open Charts RLBGX vs TSAMX
American Funds American Balanced R6
Price$37.70
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Thornburg Summit A
Price$14.55
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets101.85M
RLBGX vs TSAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. TSAMX (102M). RLBGX pays higher dividends than TSAMX: RLBGX (1.98) vs TSAMX (1.75). 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 : 13.89 vs. RLBGX (9.38).
| 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 | 11.005 | 14.861 | 74% |
| 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 | 1.98 | 1.75 | 113% |
| Returns for 1 year | 9.38 | 13.89 | 68% |
| Returns for 3 years | 39.39 | 40.34 | 98% |
| Returns for 5 years | 36.61 | N/A | - |
| Returns for 10 years | 76.97 | N/A | - |
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