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RLBGX vs TSUMX
RLBGX vs TSUMX Comparison
Open Charts RLBGX vs TSUMX
American Funds American Balanced R6
Price$35.03
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Thornburg Summit I
Price$13.02
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets109.92M
RLBGX vs TSUMX Comparison Chart
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RLBGX vs. TSUMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 240B vs. TSUMX (110M). RLBGX (2.55) and TSUMX (2.50) have matching dividends . RLBGX was incepted earlier than TSUMX: RLBGX (16 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 : 12.67 vs. TSUMX (11.14). RLBGX (31.72) and TSUMX (31.71) 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 | 16 years | 6 years | - |
| Gain YTD | 1.980 | 1.244 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 110M | 218,182% |
| Annual Yield % from dividends | 2.55 | 2.50 | 102% |
| Returns for 1 year | 12.67 | 11.14 | 114% |
| Returns for 3 years | 13.23 | 13.79 | 96% |
| Returns for 5 years | 31.72 | 31.71 | 100% |
| Returns for 10 years | 59.02 | N/A | - |
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