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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$39.86
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets269.83B
Thornburg Summit I
Price$14.48
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets98.37M
CLBFX vs TSUMX Comparison Chart in %
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CLBFX vs. TSUMX commentary
Nov 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a StrongBuy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. TSUMX (98.4M). TSUMX (1.94) and CLBFX (1.86) have matching dividends . CLBFX was incepted earlier than TSUMX: CLBFX (23 years) vs TSUMX (7 years). TSUMX (1.17) is less costly to investors than CLBFX (0.67). TSUMX is a more actively managed with annual turnover of: 66.54 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than TSUMX: CLBFX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 13.57 vs. CLBFX (11.06). CLBFX return over 5 years is better than : 44.01 vs. TSUMX (31.13).
| CLBFX | TSUMX | CLBFX / TSUMX | |
| Total Expense Ratio | 0.67 | 0.71 | 94% |
| Annual Report Gross Expense Ratio | 0.67 | 1.17 | 57% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 17.690 | 14.426 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 98.4M | 274,390% |
| Annual Yield % from dividends | 1.86 | 1.94 | 96% |
| Returns for 1 year | 11.06 | 13.57 | 82% |
| Returns for 3 years | 45.99 | 41.08 | 112% |
| Returns for 5 years | 44.01 | 31.13 | 141% |
| Returns for 10 years | 91.37 | N/A | - |
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