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RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
American Funds American Balanced R5
Price$37.13
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
Thornburg Summit I
Price$14.19
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets94.52M
RLBFX vs TSUMX Comparison Chart in %
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RLBFX vs. TSUMX commentary
Aug 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 RLBFX is a Buy and TSUMX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. TSUMX (94.5M). TSUMX (2.09) and RLBFX (2.08) have matching dividends . RLBFX was incepted earlier than TSUMX: RLBFX (23 years) vs TSUMX (6 years). TSUMX (1.17) is less costly to investors than RLBFX (0.29). TSUMX is a more actively managed with annual turnover of: 66.54 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than TSUMX: RLBFX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 13.22 vs. RLBFX (11.12). RLBFX return over 5 years is better than : 38.36 vs. TSUMX (31.72).
| RLBFX | TSUMX | RLBFX / TSUMX | |
| Total Expense Ratio | 0.29 | 0.71 | 41% |
| Annual Report Gross Expense Ratio | 0.29 | 1.17 | 25% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 8.779 | 11.585 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 94.5M | 266,667% |
| Annual Yield % from dividends | 2.08 | 2.09 | 99% |
| Returns for 1 year | 11.12 | 13.22 | 84% |
| Returns for 3 years | 32.24 | 34.02 | 95% |
| Returns for 5 years | 38.36 | 31.72 | 121% |
| Returns for 10 years | 67.86 | N/A | - |
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