RLBGX
Price
$33.50
Change
-$0.88 (-2.56%)
Updated
Apr 3 closing price
Net Assets
235.03B
TSUMX
Price
$12.70
Change
-$0.25 (-1.93%)
Updated
Apr 3 closing price
Net Assets
93.67M
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RLBGX vs TSUMX

Header iconRLBGX vs TSUMX Comparison
Open Charts RLBGX vs TSUMXBanner chart's image
American Funds American Balanced R6
Price$33.50
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Thornburg Summit I
Price$12.70
Change-$0.25 (-1.93%)
VolumeN/A
Net Assets93.67M
RLBGX vs TSUMX Comparison Chart
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RLBGX vs. TSUMX commentary
Apr 04, 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 Hold and TSUMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 235B vs. TSUMX (93.7M). TSUMX (2.31) and RLBGX (2.31) 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). 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). TSUMX annual gain was more profitable for investors over the last year : 2.52 vs. RLBGX (1.70). RLBGX (48.29) and TSUMX (47.64) have equivalent 5 years return.
RLBGXTSUMXRLBGX / TSUMX
Total Expense Ratio0.250.7135%
Annual Report Gross Expense Ratio0.251.1721%
Fund Existence16 years6 years-
Gain YTD-2.089-0.924226%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets235B93.7M250,800%
Annual Yield % from dividends2.312.31100%
Returns for 1 year1.702.5267%
Returns for 3 years10.0512.3082%
Returns for 5 years48.2947.64101%
Returns for 10 years50.83N/A-
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