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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Thornburg Summit I
Price$13.02
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets109.92M
CLBFX vs TSUMX Comparison Chart
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CLBFX vs. TSUMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. TSUMX (110M). 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 : 12.43 vs. TSUMX (11.14). CLBFX (32.62) and TSUMX (31.71) 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 | 1.958 | 1.244 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 110M | 218,182% |
| Annual Yield % from dividends | 2.39 | 2.50 | 96% |
| Returns for 1 year | 12.43 | 11.14 | 112% |
| Returns for 3 years | 14.37 | 13.79 | 104% |
| Returns for 5 years | 32.62 | 31.71 | 103% |
| Returns for 10 years | 72.52 | N/A | - |
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