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RLBGX vs TSUMX
RLBGX vs TSUMX Comparison
Open Charts RLBGX vs TSUMX
American Funds American Balanced R6
Price$36.93
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets251.77B
Thornburg Summit I
Price$13.89
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets92.52M
RLBGX vs TSUMX Comparison Chart in %
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RLBGX vs. TSUMX commentary
Jul 18, 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 RLBGX is a Buy and TSUMX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. TSUMX (92.5M). RLBGX (2.15) and TSUMX (2.13) have matching dividends . RLBGX was incepted earlier than TSUMX: RLBGX (16 years) vs TSUMX (6 years). TSUMX (1.17) is less costly to investors than RLBGX (0.25). TSUMX is a more actively managed with annual turnover of: 66.54 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than TSUMX: RLBGX (250) vs TSUMX (2500000). TSUMX (7.57) and RLBGX (7.44) have marching annual gain over last year. RLBGX return over 5 years is better than : 41.00 vs. TSUMX (32.00).
| RLBGX | TSUMX | RLBGX / TSUMX | |
| Total Expense Ratio | 0.25 | 0.71 | 35% |
| Annual Report Gross Expense Ratio | 0.25 | 1.17 | 21% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 8.347 | 8.832 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 92.5M | 272,432% |
| Annual Yield % from dividends | 2.15 | 2.13 | 101% |
| Returns for 1 year | 7.44 | 7.57 | 98% |
| Returns for 3 years | 37.32 | 37.70 | 99% |
| Returns for 5 years | 41.00 | 32.00 | 128% |
| Returns for 10 years | 65.78 | N/A | - |
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