RLEFX
Price
$36.38
Change
+$0.26 (+0.72%)
Updated
Jun 26 closing price
Net Assets
247.64B
TSUMX
Price
$13.76
Change
+$0.09 (+0.66%)
Updated
Jun 26 closing price
Net Assets
95.3M
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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$36.38
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets247.64B
Thornburg Summit I
Price$13.76
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets95.3M
RLEFX vs TSUMX Comparison Chart in %
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RLEFX vs. TSUMX commentary
Jun 27, 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: 248B vs. TSUMX (95.3M). 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 annual gain was more profitable for investors over the last year : 8.35 vs. RLEFX (7.55). RLEFX return over 5 years is better than : 43.86 vs. TSUMX (35.42).
RLEFXTSUMXRLEFX / TSUMX
Total Expense Ratio0.390.7155%
Annual Report Gross Expense Ratio0.391.1733%
Fund Existence10 years6 years-
Gain YTD6.8148.20383%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets248B95.3M260,231%
Annual Yield % from dividends2.092.2294%
Returns for 1 year7.558.3590%
Returns for 3 years33.3234.0698%
Returns for 5 years43.8635.42124%
Returns for 10 yearsN/AN/A-
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