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RLBGX vs TSUMX
RLBGX vs TSUMX Comparison
Open Charts RLBGX vs TSUMX
American Funds American Balanced R6
Price$38.65
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
Thornburg Summit I
Price$14.73
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets98.79M
RLBGX vs TSUMX Comparison Chart in %
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RLBGX vs. TSUMX commentary
Sep 19, 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: 263B vs. TSUMX (98.8M). RLBGX (2.09) and TSUMX (2.03) have matching dividends . RLBGX was incepted earlier than TSUMX: RLBGX (16 years) vs TSUMX (7 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 annual gain was more profitable for investors over the last year : 13.71 vs. RLBGX (10.22). RLBGX return over 5 years is better than : 45.26 vs. TSUMX (36.06).
| 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 | 7 years | - |
| Gain YTD | 13.394 | 16.796 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 98.8M | 266,194% |
| Annual Yield % from dividends | 2.09 | 2.03 | 103% |
| Returns for 1 year | 10.22 | 13.71 | 75% |
| Returns for 3 years | 44.17 | 47.47 | 93% |
| Returns for 5 years | 45.26 | 36.06 | 126% |
| Returns for 10 years | 82.53 | N/A | - |
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