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RAMHX vs TSUMX
RAMHX vs TSUMX Comparison
Open Charts RAMHX vs TSUMX
American Funds American Balanced R2E
Price$38.69
Change+$0.56 (+1.47%)
VolumeN/A
Net Assets265.18B
Thornburg Summit I
Price$14.74
Change+$0.13 (+0.89%)
VolumeN/A
Net Assets96.59M
RAMHX vs TSUMX Comparison Chart in %
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RAMHX vs. TSUMX commentary
Oct 15, 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: 265B vs. TSUMX (96.6M). TSUMX pays higher dividends than RAMHX: TSUMX (1.97) vs RAMHX (1.35). RAMHX was incepted earlier than TSUMX: RAMHX (11 years) vs TSUMX (7 years). TSUMX (1.17) is less costly to investors than RAMHX (1.04). TSUMX is a more actively managed with annual turnover of: 66.54 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than TSUMX: RAMHX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 12.00 vs. RAMHX (8.04). RAMHX return over 5 years is better than : 38.84 vs. TSUMX (32.41).
| RAMHX | TSUMX | RAMHX / TSUMX | |
| Total Expense Ratio | 1.04 | 0.71 | 146% |
| Annual Report Gross Expense Ratio | 1.04 | 1.17 | 89% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 13.930 | 16.480 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 96.6M | 274,327% |
| Annual Yield % from dividends | 1.35 | 1.97 | 69% |
| Returns for 1 year | 8.04 | 12.00 | 67% |
| Returns for 3 years | 51.38 | 54.66 | 94% |
| Returns for 5 years | 38.84 | 32.41 | 120% |
| Returns for 10 years | 69.78 | N/A | - |
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