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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$36.94
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
Thornburg Summit I
Price$14.19
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets94.52M
CLBFX vs TSUMX Comparison Chart in %
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CLBFX vs. TSUMX commentary
Aug 07, 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 Buy and TSUMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. TSUMX (94.5M). TSUMX pays higher dividends than CLBFX: TSUMX (2.09) vs CLBFX (1.97). CLBFX was incepted earlier than TSUMX: CLBFX (23 years) vs TSUMX (6 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 : 13.22 vs. CLBFX (10.98). CLBFX return over 5 years is better than : 39.59 vs. TSUMX (31.72).
| 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 | 6 years | - |
| Gain YTD | 8.728 | 11.585 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 94.5M | 266,667% |
| Annual Yield % from dividends | 1.97 | 2.09 | 94% |
| Returns for 1 year | 10.98 | 13.22 | 83% |
| Returns for 3 years | 32.87 | 34.02 | 97% |
| Returns for 5 years | 39.59 | 31.72 | 125% |
| Returns for 10 years | 80.83 | N/A | - |
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