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RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
Thornburg Summit I
Price$13.28
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets95.48M
RLBFX vs TSUMX Comparison Chart
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RLBFX vs. TSUMX commentary
Feb 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 245B vs. TSUMX (95.5M). RLBFX (2.50) and TSUMX (2.50) have matching dividends . RLBFX was incepted earlier than TSUMX: RLBFX (23 years) vs TSUMX (6 years). 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). RLBFX annual gain was more profitable for investors over the last year : 12.16 vs. TSUMX (10.74). TSUMX return over 5 years is better than : 36.04 vs. RLBFX (33.33).
| RLBFX | TSUMX | RLBFX / TSUMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 4.187 | 3.810 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 95.5M | 256,545% |
| Annual Yield % from dividends | 2.50 | 2.50 | 100% |
| Returns for 1 year | 12.16 | 10.74 | 113% |
| Returns for 3 years | 18.96 | 18.49 | 103% |
| Returns for 5 years | 33.33 | 36.04 | 92% |
| Returns for 10 years | 57.85 | N/A | - |
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