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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$38.78
Change+$0.57 (+1.49%)
VolumeN/A
Net Assets265.18B
Thornburg Summit I
Price$14.74
Change+$0.13 (+0.89%)
VolumeN/A
Net Assets96.59M
CLBFX vs TSUMX Comparison Chart in %
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CLBFX vs. TSUMX commentary
Oct 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. TSUMX (96.6M). TSUMX (1.97) and CLBFX (1.89) 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 : 12.00 vs. CLBFX (8.73). CLBFX return over 5 years is better than : 44.58 vs. TSUMX (32.41).
| 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 | 14.501 | 16.480 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 96.6M | 274,327% |
| Annual Yield % from dividends | 1.89 | 1.97 | 96% |
| Returns for 1 year | 8.73 | 12.00 | 73% |
| Returns for 3 years | 54.85 | 54.66 | 100% |
| Returns for 5 years | 44.58 | 32.41 | 138% |
| Returns for 10 years | 91.11 | N/A | - |
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