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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$36.77
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
Thornburg Summit I
Price$13.89
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets92.52M
CLBFX vs TSUMX Comparison Chart in %
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CLBFX vs. TSUMX commentary
Jul 18, 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 (92.5M). TSUMX pays higher dividends than CLBFX: TSUMX (2.13) vs CLBFX (1.99). 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 : 7.57 vs. CLBFX (7.19). CLBFX return over 5 years is better than : 41.93 vs. TSUMX (32.00).
| 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 | 8.228 | 8.832 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 92.5M | 272,432% |
| Annual Yield % from dividends | 1.99 | 2.13 | 94% |
| Returns for 1 year | 7.19 | 7.57 | 95% |
| Returns for 3 years | 37.79 | 37.70 | 100% |
| Returns for 5 years | 41.93 | 32.00 | 131% |
| Returns for 10 years | 78.05 | N/A | - |
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