Ad is loading...
RAMHX vs TSUMX
RAMHX vs TSUMX Comparison
Open Charts RAMHX vs TSUMX
American Funds American Balanced R2E
Price$34.81
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Thornburg Summit I
Price$13.02
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets109.92M
RAMHX vs TSUMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RAMHX 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 RAMHX is a Buy and TSUMX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 240B vs. TSUMX (110M). 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 : 11.75 vs. TSUMX (11.14). TSUMX return over 5 years is better than : 31.71 vs. RAMHX (27.36).
| 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 | 1.933 | 1.244 | 155% |
| 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 | 1.84 | 2.50 | 74% |
| Returns for 1 year | 11.75 | 11.14 | 105% |
| Returns for 3 years | 11.25 | 13.79 | 82% |
| Returns for 5 years | 27.36 | 31.71 | 86% |
| Returns for 10 years | 51.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...