RLEFX
Price
$37.72
Change
+$0.14 (+0.37%)
Updated
Aug 28 closing price
Net Assets
255.46B
TSUMX
Price
$14.54
Change
+$0.02 (+0.14%)
Updated
Aug 28 closing price
Net Assets
97.33M
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RLEFX vs TSUMX

Header iconRLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMXBanner chart's image
American Funds American Balanced R5E
Price$37.72
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Thornburg Summit I
Price$14.54
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets97.33M
RLEFX vs TSUMX Comparison Chart in %
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RLEFX vs. TSUMX commentary
Aug 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 RLEFX is a Buy and TSUMX is a Buy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 255B vs. TSUMX (97.3M). TSUMX (2.09) and RLEFX (2.00) have matching dividends . RLEFX was incepted earlier than TSUMX: RLEFX (10 years) vs TSUMX (7 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 annual gain was more profitable for investors over the last year : 11.99 vs. RLEFX (8.29). RLEFX return over 5 years is better than : 38.54 vs. TSUMX (30.82).
RLEFXTSUMXRLEFX / TSUMX
Total Expense Ratio0.390.7155%
Annual Report Gross Expense Ratio0.391.1733%
Fund Existence10 years7 years-
Gain YTD10.74814.33775%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets255B97.3M262,076%
Annual Yield % from dividends2.002.0995%
Returns for 1 year8.2911.9969%
Returns for 3 years36.3040.3990%
Returns for 5 years38.5430.82125%
Returns for 10 yearsN/AN/A-
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