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RLBGX vs TSUMX
RLBGX vs TSUMX Comparison
Open Charts RLBGX vs TSUMX
American Funds American Balanced R6
Price$35.87
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
Thornburg Summit I
Price$13.62
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets93.88M
RLBGX vs TSUMX Comparison Chart
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RLBGX vs. TSUMX commentary
Jun 07, 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: 243B vs. TSUMX (93.9M). RLBGX (2.23) and TSUMX (2.22) 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). RLBGX (7.49) and TSUMX (7.41) have marching annual gain over last year. RLBGX return over 5 years is better than : 36.69 vs. TSUMX (30.78).
| 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 | 4.838 | 6.253 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 93.9M | 258,786% |
| Annual Yield % from dividends | 2.23 | 2.22 | 100% |
| Returns for 1 year | 7.49 | 7.41 | 101% |
| Returns for 3 years | 23.19 | 25.16 | 92% |
| Returns for 5 years | 36.69 | 30.78 | 119% |
| Returns for 10 years | 62.42 | N/A | - |
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