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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Thornburg Summit I
Price$13.62
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets93.88M
CLBFX vs TSUMX Comparison Chart
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CLBFX vs. TSUMX commentary
Jun 07, 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: 243B vs. TSUMX (93.9M). 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 (7.41) and CLBFX (7.27) have marching annual gain over last year. CLBFX return over 5 years is better than : 37.68 vs. TSUMX (30.78).
| 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 | 6 years | - |
| Gain YTD | 4.778 | 6.253 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 93.9M | 258,786% |
| Annual Yield % from dividends | 2.07 | 2.22 | 93% |
| Returns for 1 year | 7.27 | 7.41 | 98% |
| Returns for 3 years | 24.09 | 25.16 | 96% |
| Returns for 5 years | 37.68 | 30.78 | 122% |
| Returns for 10 years | 75.37 | N/A | - |
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