Interact to see
Advertisement
Advertisement
RLBGX vs TSUMX
RLBGX vs TSUMX Comparison
Open Charts RLBGX vs TSUMX
American Funds American Balanced R6
Price$40.03
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets269.83B
Thornburg Summit I
Price$14.48
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets98.37M
RLBGX vs TSUMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBGX vs. TSUMX commentary
Nov 29, 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 StrongBuy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 270B vs. TSUMX (98.4M). RLBGX (2.01) and TSUMX (1.94) have matching dividends . RLBGX was incepted earlier than TSUMX: RLBGX (17 years) vs TSUMX (7 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 : 13.57 vs. RLBGX (11.27). RLBGX return over 5 years is better than : 43.06 vs. TSUMX (31.13).
| RLBGX | TSUMX | RLBGX / TSUMX | |
| Total Expense Ratio | 0.25 | 0.71 | 35% |
| Annual Report Gross Expense Ratio | 0.25 | 1.17 | 21% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 17.866 | 14.426 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 98.4M | 274,390% |
| Annual Yield % from dividends | 2.01 | 1.94 | 104% |
| Returns for 1 year | 11.27 | 13.57 | 83% |
| Returns for 3 years | 45.96 | 41.08 | 112% |
| Returns for 5 years | 43.06 | 31.13 | 138% |
| Returns for 10 years | 78.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement