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RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
American Funds American Balanced R5
Price$36.48
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Thornburg Summit I
Price$13.76
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets95.3M
RLBFX vs TSUMX Comparison Chart in %
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RLBFX vs. TSUMX commentary
Jun 27, 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: 248B vs. TSUMX (95.3M). 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). TSUMX annual gain was more profitable for investors over the last year : 8.35 vs. RLBFX (7.69). RLBFX return over 5 years is better than : 44.50 vs. TSUMX (35.42).
| 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 | 6.875 | 8.203 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 95.3M | 260,231% |
| Annual Yield % from dividends | 2.18 | 2.22 | 98% |
| Returns for 1 year | 7.69 | 8.35 | 92% |
| Returns for 3 years | 33.74 | 34.06 | 99% |
| Returns for 5 years | 44.50 | 35.42 | 126% |
| Returns for 10 years | 66.73 | N/A | - |
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