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RLBGX vs TSUMX
RLBGX vs TSUMX Comparison
Open Charts RLBGX vs TSUMX
American Funds American Balanced R6
Price$35.36
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
Thornburg Summit I
Price$13.28
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets95.48M
RLBGX vs TSUMX Comparison Chart
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RLBGX vs. TSUMX commentary
Feb 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 245B vs. TSUMX (95.5M). RLBGX (2.55) and TSUMX (2.50) have matching dividends . RLBGX was incepted earlier than TSUMX: RLBGX (16 years) vs TSUMX (6 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. TSUMX (128.69). RLBGX has a lower initial minimum investment than TSUMX: RLBGX (250) vs TSUMX (2500000). RLBGX annual gain was more profitable for investors over the last year : 12.22 vs. TSUMX (10.74). TSUMX return over 5 years is better than : 36.04 vs. RLBGX (33.60).
| RLBGX | TSUMX | RLBGX / TSUMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 4.221 | 3.810 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 95.5M | 256,545% |
| Annual Yield % from dividends | 2.55 | 2.50 | 102% |
| Returns for 1 year | 12.22 | 10.74 | 114% |
| Returns for 3 years | 19.11 | 18.49 | 103% |
| Returns for 5 years | 33.60 | 36.04 | 93% |
| Returns for 10 years | 58.21 | N/A | - |
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