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RAMHX vs TSUMX
RAMHX vs TSUMX Comparison
Open Charts RAMHX vs TSUMX
American Funds American Balanced R2E
Price$35.61
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
Thornburg Summit I
Price$13.62
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets93.88M
RAMHX vs TSUMX Comparison Chart
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RAMHX vs. TSUMX commentary
Jun 07, 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: 243B vs. TSUMX (93.9M). TSUMX pays higher dividends than RAMHX: TSUMX (2.22) vs RAMHX (1.49). 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). 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 : 7.41 vs. RAMHX (6.60). RAMHX (32.17) and TSUMX (30.78) have equivalent 5 years return.
| 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 | 4.481 | 6.253 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 93.9M | 258,786% |
| Annual Yield % from dividends | 1.49 | 2.22 | 67% |
| Returns for 1 year | 6.60 | 7.41 | 89% |
| Returns for 3 years | 20.84 | 25.16 | 83% |
| Returns for 5 years | 32.17 | 30.78 | 105% |
| Returns for 10 years | 54.63 | N/A | - |
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