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RLEFX vs TSUMX
RLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMX
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
Thornburg Summit I
Price$13.62
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets93.88M
RLEFX vs TSUMX Comparison Chart
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RLEFX vs. TSUMX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. TSUMX (93.9M). TSUMX pays higher dividends than RLEFX: TSUMX (2.22) vs RLEFX (2.09). RLEFX was incepted earlier than TSUMX: RLEFX (10 years) vs TSUMX (6 years). TSUMX (1.17) is less costly to investors than RLEFX (0.39). TSUMX is a more actively managed with annual turnover of: 66.54 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than TSUMX: RLEFX (250) vs TSUMX (2500000). TSUMX (7.41) and RLEFX (7.31) have marching annual gain over last year. RLEFX return over 5 years is better than : 35.83 vs. TSUMX (30.78).
| RLEFX | TSUMX | RLEFX / TSUMX | |
| Total Expense Ratio | 0.39 | 0.71 | 55% |
| Annual Report Gross Expense Ratio | 0.39 | 1.17 | 33% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 4.776 | 6.253 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 93.9M | 258,786% |
| Annual Yield % from dividends | 2.09 | 2.22 | 94% |
| Returns for 1 year | 7.31 | 7.41 | 99% |
| Returns for 3 years | 22.75 | 25.16 | 90% |
| Returns for 5 years | 35.83 | 30.78 | 116% |
| Returns for 10 years | N/A | N/A | - |