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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$33.71
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
Thornburg Summit I
Price$12.86
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets93.47M
CLBFX vs TSUMX Comparison Chart
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CLBFX vs. TSUMX commentary
Apr 28, 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: 231B vs. TSUMX (93.5M). TSUMX pays higher dividends than CLBFX: TSUMX (2.31) vs CLBFX (2.14). CLBFX was incepted earlier than TSUMX: CLBFX (23 years) vs TSUMX (6 years). TSUMX (1.17) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. TSUMX (128.69). 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 : 6.07 vs. CLBFX (5.03). CLBFX (39.15) and TSUMX (38.69) have equivalent 5 years return.
| CLBFX | TSUMX | CLBFX / TSUMX | |
| Total Expense Ratio | 0.68 | 0.71 | 96% |
| Annual Report Gross Expense Ratio | 0.68 | 1.17 | 58% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -1.118 | 0.324 | -345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 93.5M | 247,059% |
| Annual Yield % from dividends | 2.14 | 2.31 | 93% |
| Returns for 1 year | 5.03 | 6.07 | 83% |
| Returns for 3 years | 18.22 | 20.22 | 90% |
| Returns for 5 years | 39.15 | 38.69 | 101% |
| Returns for 10 years | 62.42 | N/A | - |
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