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RLBGX vs TSUMX
RLBGX vs TSUMX Comparison
Open Charts RLBGX vs TSUMX
American Funds American Balanced R6
Price$37.09
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
Thornburg Summit I
Price$14.19
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets94.52M
RLBGX vs TSUMX Comparison Chart in %
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RLBGX vs. TSUMX commentary
Aug 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: 252B vs. TSUMX (94.5M). RLBGX (2.13) and TSUMX (2.09) 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 : 13.22 vs. RLBGX (11.19). RLBGX return over 5 years is better than : 38.65 vs. TSUMX (31.72).
| 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 | 8.817 | 11.585 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 94.5M | 266,667% |
| Annual Yield % from dividends | 2.13 | 2.09 | 102% |
| Returns for 1 year | 11.19 | 13.22 | 85% |
| Returns for 3 years | 32.40 | 34.02 | 95% |
| Returns for 5 years | 38.65 | 31.72 | 122% |
| Returns for 10 years | 68.24 | N/A | - |
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