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RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
American Funds American Balanced R5
Price$37.82
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets255.46B
Thornburg Summit I
Price$14.54
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets97.33M
RLBFX vs TSUMX Comparison Chart in %
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RLBFX vs. TSUMX commentary
Aug 29, 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: 255B vs. TSUMX (97.3M). TSUMX (2.09) and RLBFX (2.08) have matching dividends . RLBFX was incepted earlier than TSUMX: RLBFX (23 years) vs TSUMX (7 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 : 11.99 vs. RLBFX (8.40). RLBFX return over 5 years is better than : 39.12 vs. TSUMX (30.82).
| 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 | 7 years | - |
| Gain YTD | 10.801 | 14.337 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 97.3M | 262,076% |
| Annual Yield % from dividends | 2.08 | 2.09 | 99% |
| Returns for 1 year | 8.40 | 11.99 | 70% |
| Returns for 3 years | 36.67 | 40.39 | 91% |
| Returns for 5 years | 39.12 | 30.82 | 127% |
| Returns for 10 years | 77.18 | N/A | - |
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