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RLEFX vs TSUMX
RLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMX
American Funds American Balanced R5E
Price$33.46
Change-$0.87 (-2.53%)
VolumeN/A
Net Assets235.03B
Thornburg Summit I
Price$12.70
Change-$0.25 (-1.93%)
VolumeN/A
Net Assets93.67M
RLEFX vs TSUMX Comparison Chart
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RLEFX vs. TSUMX commentary
Apr 04, 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 Hold and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. TSUMX (93.7M). 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 : 2.52 vs. RLEFX (1.58). TSUMX (47.64) and RLEFX (47.40) have equivalent 5 years return.
| RLEFX | TSUMX | RLEFX / TSUMX | |
| Total Expense Ratio | 0.40 | 0.71 | 56% |
| Annual Report Gross Expense Ratio | 0.40 | 1.17 | 34% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -2.100 | -0.924 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 93.7M | 250,800% |
| Annual Yield % from dividends | 2.16 | 2.31 | 93% |
| Returns for 1 year | 1.58 | 2.52 | 63% |
| Returns for 3 years | 9.71 | 12.30 | 79% |
| Returns for 5 years | 47.40 | 47.64 | 99% |
| Returns for 10 years | N/A | N/A | - |
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