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RLEFX vs TSUMX
RLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMX
American Funds American Balanced R5E
Price$34.97
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
RLEFX vs TSUMX Comparison Chart
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RLEFX 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 RLEFX is a Buy and TSUMX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. TSUMX (110M). TSUMX (2.50) and RLEFX (2.42) have matching dividends . RLEFX was incepted earlier than TSUMX: RLEFX (9 years) vs TSUMX (6 years). 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). RLEFX annual gain was more profitable for investors over the last year : 12.49 vs. TSUMX (11.14). TSUMX (31.71) and RLEFX (30.88) have equivalent 5 years return.
| RLEFX | TSUMX | RLEFX / TSUMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 1.953 | 1.244 | 157% |
| 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 | 2.42 | 2.50 | 97% |
| Returns for 1 year | 12.49 | 11.14 | 112% |
| Returns for 3 years | 12.81 | 13.79 | 93% |
| Returns for 5 years | 30.88 | 31.71 | 97% |
| Returns for 10 years | N/A | N/A | - |
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