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RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Thornburg Summit I
Price$12.70
Change-$0.25 (-1.93%)
VolumeN/A
Net Assets93.67M
RLBFX vs TSUMX Comparison Chart
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RLBFX vs. TSUMX commentary
Apr 04, 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 Hold and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. TSUMX (93.7M). 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 : 2.52 vs. RLBFX (1.68). RLBFX (48.03) and TSUMX (47.64) 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 | -2.099 | -0.924 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 93.7M | 250,800% |
| Annual Yield % from dividends | 2.26 | 2.31 | 98% |
| Returns for 1 year | 1.68 | 2.52 | 67% |
| Returns for 3 years | 9.95 | 12.30 | 81% |
| Returns for 5 years | 48.03 | 47.64 | 101% |
| Returns for 10 years | 50.46 | N/A | - |
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