Interact to see
Advertisement
Advertisement
RAMHX vs TSUMX
RAMHX vs TSUMX Comparison
Open Charts RAMHX vs TSUMX
American Funds American Balanced R2E
Price$39.74
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets269.83B
Thornburg Summit I
Price$14.48
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets98.37M
RAMHX vs TSUMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RAMHX vs. TSUMX commentary
Nov 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 StrongBuy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 270B vs. TSUMX (98.4M). TSUMX pays higher dividends than RAMHX: TSUMX (1.94) vs RAMHX (1.33). 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 : 13.57 vs. RAMHX (10.37). RAMHX return over 5 years is better than : 38.32 vs. TSUMX (31.13).
| 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 | 17.022 | 14.426 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 98.4M | 274,390% |
| Annual Yield % from dividends | 1.33 | 1.94 | 69% |
| Returns for 1 year | 10.37 | 13.57 | 76% |
| Returns for 3 years | 42.69 | 41.08 | 104% |
| Returns for 5 years | 38.32 | 31.13 | 123% |
| Returns for 10 years | 70.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers