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RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
American Funds American Balanced R5
Price$36.96
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Thornburg Summit I
Price$13.89
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets92.52M
RLBFX vs TSUMX Comparison Chart in %
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RLBFX vs. TSUMX commentary
Jul 18, 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 (92.5M). TSUMX (2.13) and RLBFX (2.10) 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 (7.57) and RLBFX (7.38) have marching annual gain over last year. RLBFX return over 5 years is better than : 40.71 vs. TSUMX (32.00).
| 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 | 8.281 | 8.832 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 92.5M | 272,432% |
| Annual Yield % from dividends | 2.10 | 2.13 | 99% |
| Returns for 1 year | 7.38 | 7.57 | 97% |
| Returns for 3 years | 37.11 | 37.70 | 98% |
| Returns for 5 years | 40.71 | 32.00 | 127% |
| Returns for 10 years | 65.29 | N/A | - |
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