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RLBGX vs TSUMX
RLBGX vs TSUMX Comparison
Open Charts RLBGX vs TSUMX
American Funds American Balanced R6
Price$36.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Thornburg Summit I
Price$13.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RLBGX vs TSUMX Comparison Chart
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RLBGX vs. TSUMX commentary
Sep 21, 2024
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 StrongBuy and TSUMX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. TSUMX (112M). RLBGX (2.55) and TSUMX (2.50) have matching dividends . RLBGX was incepted earlier than TSUMX: RLBGX (15 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 : 21.42 vs. TSUMX (17.76). TSUMX (39.82) and RLBGX (39.44) have equivalent 5 years return.
| RLBGX | TSUMX | RLBGX / TSUMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 13.026 | 11.915 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 112M | 208,929% |
| Annual Yield % from dividends | 2.55 | 2.50 | 102% |
| Returns for 1 year | 21.42 | 17.76 | 121% |
| Returns for 3 years | 13.20 | -1.12 | -1,177% |
| Returns for 5 years | 39.44 | 39.82 | 99% |
| Returns for 10 years | 53.66 | N/A | - |
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