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RAMHX vs TSUMX
RAMHX vs TSUMX Comparison
Open Charts RAMHX vs TSUMX
American Funds American Balanced R2E
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
Thornburg Summit I
Price$14.73
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets98.79M
RAMHX vs TSUMX Comparison Chart in %
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RAMHX vs. TSUMX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. TSUMX (98.8M). TSUMX pays higher dividends than RAMHX: TSUMX (2.03) vs RAMHX (1.40). 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 : 13.71 vs. RAMHX (9.73). RAMHX return over 5 years is better than : 40.98 vs. TSUMX (36.06).
| 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 | 13.164 | 16.796 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 98.8M | 266,194% |
| Annual Yield % from dividends | 1.40 | 2.03 | 69% |
| Returns for 1 year | 9.73 | 13.71 | 71% |
| Returns for 3 years | 41.50 | 47.47 | 87% |
| Returns for 5 years | 40.98 | 36.06 | 114% |
| Returns for 10 years | 74.09 | N/A | - |
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