RLEFX
Price
$33.80
Change
+$0.13 (+0.39%)
Updated
Apr 25 closing price
Net Assets
230.79B
TSUMX
Price
$12.86
Change
+$0.04 (+0.31%)
Updated
Apr 25 closing price
Net Assets
93.47M
Ad is loading...

RLEFX vs TSUMX

Header iconRLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMXBanner chart's image
American Funds American Balanced R5E
Price$33.80
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
Thornburg Summit I
Price$12.86
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets93.47M
RLEFX vs TSUMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
RLEFX vs. TSUMX commentary
Apr 28, 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 RLEFX is a Buy and TSUMX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 231B vs. TSUMX (93.5M). TSUMX pays higher dividends than RLEFX: TSUMX (2.31) vs RLEFX (2.16). RLEFX was incepted earlier than TSUMX: RLEFX (9 years) vs TSUMX (6 years). TSUMX (1.17) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. TSUMX (128.69). RLEFX has a lower initial minimum investment than TSUMX: RLEFX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 6.07 vs. RLEFX (5.08). TSUMX (38.69) and RLEFX (37.39) have equivalent 5 years return.
RLEFXTSUMXRLEFX / TSUMX
Total Expense Ratio0.400.7156%
Annual Report Gross Expense Ratio0.401.1734%
Fund Existence9 years6 years-
Gain YTD-1.1050.324-341%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets231B93.5M247,059%
Annual Yield % from dividends2.162.3193%
Returns for 1 year5.086.0784%
Returns for 3 years17.0020.2284%
Returns for 5 years37.3938.6997%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PGY11.210.30
+2.75%
Pagaya Technologies Ltd
TSE3.920.05
+1.29%
Trinseo PLC
WAVE6.260.01
+0.16%
Eco Wave Power Global AB (publ)
AMH36.83-0.12
-0.32%
American Homes 4 Rent
TROX5.60-0.11
-1.93%
Tronox Limited