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RAMHX vs TSUMX
RAMHX vs TSUMX Comparison
Open Charts RAMHX vs TSUMX
American Funds American Balanced R2E
Price$33.31
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
Thornburg Summit I
Price$12.70
Change-$0.25 (-1.93%)
VolumeN/A
Net Assets93.67M
RAMHX vs TSUMX Comparison Chart
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RAMHX vs. TSUMX commentary
Apr 04, 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 Hold and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 235B vs. TSUMX (93.7M). TSUMX pays higher dividends than RAMHX: TSUMX (2.31) vs RAMHX (1.54). 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). 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). TSUMX annual gain was more profitable for investors over the last year : 2.52 vs. RAMHX (0.88). TSUMX return over 5 years is better than : 47.64 vs. RAMHX (43.40).
| 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 | -2.267 | -0.924 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 93.7M | 250,800% |
| Annual Yield % from dividends | 1.54 | 2.31 | 67% |
| Returns for 1 year | 0.88 | 2.52 | 35% |
| Returns for 3 years | 8.00 | 12.30 | 65% |
| Returns for 5 years | 43.40 | 47.64 | 91% |
| Returns for 10 years | 43.77 | N/A | - |
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