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RLBGX vs TSUMX
RLBGX vs TSUMX Comparison
Open Charts RLBGX vs TSUMX
American Funds American Balanced R6
Price$36.44
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Thornburg Summit I
Price$13.76
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets95.3M
RLBGX vs TSUMX Comparison Chart in %
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RLBGX vs. TSUMX commentary
Jun 27, 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: 248B vs. TSUMX (95.3M). 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). TSUMX annual gain was more profitable for investors over the last year : 8.35 vs. RLBGX (7.76). RLBGX return over 5 years is better than : 44.76 vs. TSUMX (35.42).
| 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 | 6.910 | 8.203 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 95.3M | 260,231% |
| Annual Yield % from dividends | 2.23 | 2.22 | 100% |
| Returns for 1 year | 7.76 | 8.35 | 93% |
| Returns for 3 years | 33.86 | 34.06 | 99% |
| Returns for 5 years | 44.76 | 35.42 | 126% |
| Returns for 10 years | 67.11 | N/A | - |