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RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Thornburg Summit I
Price$13.02
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets109.92M
RLBFX vs TSUMX Comparison Chart
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RLBFX 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 RLBFX is a Buy and TSUMX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. TSUMX (110M). RLBFX (2.50) and TSUMX (2.50) have matching dividends . RLBFX was incepted earlier than TSUMX: RLBFX (23 years) vs TSUMX (6 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. TSUMX (128.69). RLBFX has a lower initial minimum investment than TSUMX: RLBFX (250) vs TSUMX (2500000). RLBFX annual gain was more profitable for investors over the last year : 12.61 vs. TSUMX (11.14). TSUMX (31.71) and RLBFX (31.46) have equivalent 5 years return.
| RLBFX | TSUMX | RLBFX / TSUMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 1.948 | 1.244 | 157% |
| 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 | 2.50 | 2.50 | 100% |
| Returns for 1 year | 12.61 | 11.14 | 113% |
| Returns for 3 years | 13.10 | 13.79 | 95% |
| Returns for 5 years | 31.46 | 31.71 | 99% |
| Returns for 10 years | 58.66 | N/A | - |
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