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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets244.57B
Thornburg Summit I
Price$13.28
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets95.48M
CLBFX vs TSUMX Comparison Chart
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CLBFX vs. TSUMX commentary
Feb 22, 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: 245B vs. TSUMX (95.5M). TSUMX (2.50) and CLBFX (2.39) have matching dividends . CLBFX was incepted earlier than TSUMX: CLBFX (22 years) vs TSUMX (6 years). 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). CLBFX annual gain was more profitable for investors over the last year : 11.98 vs. TSUMX (10.74). TSUMX (36.04) and CLBFX (34.53) have equivalent 5 years return.
| CLBFX | TSUMX | CLBFX / TSUMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 4.180 | 3.810 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 95.5M | 256,545% |
| Annual Yield % from dividends | 2.39 | 2.50 | 96% |
| Returns for 1 year | 11.98 | 10.74 | 112% |
| Returns for 3 years | 20.30 | 18.49 | 110% |
| Returns for 5 years | 34.53 | 36.04 | 96% |
| Returns for 10 years | 71.59 | N/A | - |
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