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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Thornburg Summit I
Price$12.70
Change-$0.25 (-1.93%)
VolumeN/A
Net Assets93.67M
CLBFX vs TSUMX Comparison Chart
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CLBFX vs. TSUMX commentary
Apr 04, 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 Hold and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. TSUMX (93.7M). 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 : 2.52 vs. CLBFX (1.49). CLBFX (49.30) and TSUMX (47.64) 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 | -2.116 | -0.924 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 93.7M | 250,800% |
| Annual Yield % from dividends | 2.14 | 2.31 | 93% |
| Returns for 1 year | 1.49 | 2.52 | 59% |
| Returns for 3 years | 10.84 | 12.30 | 88% |
| Returns for 5 years | 49.30 | 47.64 | 103% |
| Returns for 10 years | 62.85 | N/A | - |
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