Interact to see
Advertisement
Advertisement
CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$37.62
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Thornburg Summit I
Price$14.54
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets97.33M
CLBFX vs TSUMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. TSUMX commentary
Aug 29, 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: 255B vs. TSUMX (97.3M). TSUMX pays higher dividends than CLBFX: TSUMX (2.09) vs CLBFX (1.97). 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 : 11.99 vs. CLBFX (8.22). CLBFX return over 5 years is better than : 40.33 vs. TSUMX (30.82).
| 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 | 10.730 | 14.337 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 97.3M | 262,076% |
| Annual Yield % from dividends | 1.97 | 2.09 | 94% |
| Returns for 1 year | 8.22 | 11.99 | 69% |
| Returns for 3 years | 37.31 | 40.39 | 92% |
| Returns for 5 years | 40.33 | 30.82 | 131% |
| Returns for 10 years | 90.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement