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RAMHX vs TSUMX
RAMHX vs TSUMX Comparison
Open Charts RAMHX vs TSUMX
American Funds American Balanced R2E
Price$37.51
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
Thornburg Summit I
Price$14.54
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets97.33M
RAMHX vs TSUMX Comparison Chart in %
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RAMHX vs. TSUMX commentary
Aug 29, 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: 255B vs. TSUMX (97.3M). TSUMX pays higher dividends than RAMHX: TSUMX (2.09) vs RAMHX (1.42). 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 : 11.99 vs. RAMHX (7.55). RAMHX return over 5 years is better than : 34.78 vs. TSUMX (30.82).
| 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 | 10.270 | 14.337 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 97.3M | 262,076% |
| Annual Yield % from dividends | 1.42 | 2.09 | 68% |
| Returns for 1 year | 7.55 | 11.99 | 63% |
| Returns for 3 years | 33.96 | 40.39 | 84% |
| Returns for 5 years | 34.78 | 30.82 | 113% |
| Returns for 10 years | 68.93 | N/A | - |
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