CLBFX
Price
$36.29
Change
+$0.27 (+0.75%)
Updated
Jun 26 closing price
Net Assets
247.64B
TSUMX
Price
$13.76
Change
+$0.09 (+0.66%)
Updated
Jun 26 closing price
Net Assets
95.3M
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CLBFX vs TSUMX

Header iconCLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMXBanner chart's image
American Funds American Balanced 529F
Price$36.29
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Thornburg Summit I
Price$13.76
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets95.3M
CLBFX vs TSUMX Comparison Chart in %
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CLBFX vs. TSUMX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 248B vs. TSUMX (95.3M). TSUMX pays higher dividends than CLBFX: TSUMX (2.22) vs CLBFX (2.07). 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 : 8.35 vs. CLBFX (7.54). CLBFX return over 5 years is better than : 45.76 vs. TSUMX (35.42).
CLBFXTSUMXCLBFX / TSUMX
Total Expense Ratio0.670.7194%
Annual Report Gross Expense Ratio0.671.1757%
Fund Existence23 years6 years-
Gain YTD6.8158.20383%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets248B95.3M260,231%
Annual Yield % from dividends2.072.2293%
Returns for 1 year7.548.3590%
Returns for 3 years34.3434.06101%
Returns for 5 years45.7635.42129%
Returns for 10 years79.61N/A-
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