Ad is loading...
RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
American Funds American Balanced R5
Price$33.89
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
Thornburg Summit I
Price$12.86
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets93.47M
RLBFX vs TSUMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. TSUMX commentary
Apr 28, 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: 231B vs. TSUMX (93.5M). TSUMX (2.31) and RLBFX (2.26) 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 (0.30). 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). TSUMX annual gain was more profitable for investors over the last year : 6.07 vs. RLBFX (5.20). TSUMX (38.69) and RLBFX (37.99) have equivalent 5 years return.
| RLBFX | TSUMX | RLBFX / TSUMX | |
| Total Expense Ratio | 0.30 | 0.71 | 42% |
| Annual Report Gross Expense Ratio | 0.30 | 1.17 | 26% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -1.077 | 0.324 | -333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 93.5M | 247,059% |
| Annual Yield % from dividends | 2.26 | 2.31 | 98% |
| Returns for 1 year | 5.20 | 6.07 | 86% |
| Returns for 3 years | 17.31 | 20.22 | 86% |
| Returns for 5 years | 37.99 | 38.69 | 98% |
| Returns for 10 years | 50.05 | N/A | - |