Interact to see
Advertisement
Advertisement
RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
American Funds American Balanced R5
Price$35.91
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Thornburg Summit I
Price$13.62
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets93.88M
RLBFX vs TSUMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. TSUMX commentary
Jun 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: 243B vs. TSUMX (93.9M). TSUMX (2.22) and RLBFX (2.18) 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). RLBFX (7.43) and TSUMX (7.41) have marching annual gain over last year. RLBFX return over 5 years is better than : 36.46 vs. TSUMX (30.78).
| 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 | 4.819 | 6.253 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 93.9M | 258,786% |
| Annual Yield % from dividends | 2.18 | 2.22 | 98% |
| Returns for 1 year | 7.43 | 7.41 | 100% |
| Returns for 3 years | 23.09 | 25.16 | 92% |
| Returns for 5 years | 36.46 | 30.78 | 118% |
| Returns for 10 years | 62.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement