Interact to see
Advertisement
Advertisement
RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
RLBFX vs TSUMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. TSUMX commentary
Jun 24, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 288B vs. TSUMX (113M). TSUMX pays higher dividends than RLBFX: TSUMX (2.64) vs RLBFX (2.02). RLBFX was incepted earlier than TSUMX: RLBFX (24 years) vs TSUMX (7 years). TSUMX (1.21) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 50.00 vs. TSUMX (32.68). RLBFX has a lower initial minimum investment than TSUMX: RLBFX (250) vs TSUMX (2500000). TSUMX (17.87) and RLBFX (17.07) have marching annual gain over last year. RLBFX return over 5 years is better than : 37.80 vs. TSUMX (22.50).
| RLBFX | TSUMX | RLBFX / TSUMX | |
| Total Expense Ratio | 0.30 | 0.70 | 43% |
| Annual Report Gross Expense Ratio | 0.30 | 1.21 | 25% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 9.536 | 7.935 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 113M | 254,867% |
| Annual Yield % from dividends | 2.02 | 2.64 | 76% |
| Returns for 1 year | 17.07 | 17.87 | 96% |
| Returns for 3 years | 45.61 | 44.11 | 103% |
| Returns for 5 years | 37.80 | 22.50 | 168% |
| Returns for 10 years | 93.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement