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RAMHX vs TSUMX
RAMHX vs TSUMX Comparison
Open Charts RAMHX vs TSUMX
American Funds American Balanced R2E
Price$33.64
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
Thornburg Summit I
Price$12.86
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets93.47M
RAMHX vs TSUMX Comparison Chart
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RAMHX vs. TSUMX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 231B vs. TSUMX (93.5M). TSUMX pays higher dividends than RAMHX: TSUMX (2.31) vs RAMHX (1.54). RAMHX was incepted earlier than TSUMX: RAMHX (11 years) vs TSUMX (6 years). TSUMX (1.17) is less costly to investors than RAMHX (1.04). 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). TSUMX annual gain was more profitable for investors over the last year : 6.07 vs. RAMHX (4.40). TSUMX return over 5 years is better than : 38.69 vs. RAMHX (33.64).
| 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 | 6 years | - |
| Gain YTD | -1.299 | 0.324 | -401% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 93.5M | 247,059% |
| Annual Yield % from dividends | 1.54 | 2.31 | 67% |
| Returns for 1 year | 4.40 | 6.07 | 72% |
| Returns for 3 years | 15.21 | 20.22 | 75% |
| Returns for 5 years | 33.64 | 38.69 | 87% |
| Returns for 10 years | 43.35 | N/A | - |