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RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
RLBFX vs TSUMX Comparison Chart in %
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RLBFX vs. TSUMX commentary
Jun 04, 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: 279B vs. TSUMX (115M). 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 annual gain was more profitable for investors over the last year : 21.11 vs. RLBFX (18.07). RLBFX return over 5 years is better than : 37.10 vs. TSUMX (25.23).
| 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 | 9.817 | 10.185 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 115M | 242,609% |
| Annual Yield % from dividends | 2.02 | 2.64 | 76% |
| Returns for 1 year | 18.07 | 21.11 | 86% |
| Returns for 3 years | 46.81 | 47.36 | 99% |
| Returns for 5 years | 37.10 | 25.23 | 147% |
| Returns for 10 years | 89.73 | N/A | - |
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