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RAMHX vs TSUMX
RAMHX vs TSUMX Comparison
Open Charts RAMHX vs TSUMX
American Funds American Balanced R2E
Price$35.11
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets244.57B
Thornburg Summit I
Price$13.28
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets95.48M
RAMHX vs TSUMX Comparison Chart
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RAMHX 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 RAMHX is a Buy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 245B vs. TSUMX (95.5M). TSUMX pays higher dividends than RAMHX: TSUMX (2.50) vs RAMHX (1.84). RAMHX was incepted earlier than TSUMX: RAMHX (10 years) vs TSUMX (6 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. TSUMX (128.69). RAMHX has a lower initial minimum investment than TSUMX: RAMHX (250) vs TSUMX (2500000). RAMHX annual gain was more profitable for investors over the last year : 11.31 vs. TSUMX (10.74). TSUMX return over 5 years is better than : 36.04 vs. RAMHX (29.21).
| RAMHX | TSUMX | RAMHX / TSUMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 4.100 | 3.810 | 108% |
| 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 | 1.84 | 2.50 | 74% |
| Returns for 1 year | 11.31 | 10.74 | 105% |
| Returns for 3 years | 17.00 | 18.49 | 92% |
| Returns for 5 years | 29.21 | 36.04 | 81% |
| Returns for 10 years | 50.95 | N/A | - |
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