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RLEFX vs TSUMX
RLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMX
American Funds American Balanced R5E
Price$39.96
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets269.83B
Thornburg Summit I
Price$14.48
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets98.37M
RLEFX vs TSUMX Comparison Chart in %
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RLEFX vs. TSUMX commentary
Nov 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 StrongBuy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. TSUMX (98.4M). TSUMX (1.94) and RLEFX (1.89) 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 : 13.57 vs. RLEFX (11.10). RLEFX return over 5 years is better than : 42.14 vs. TSUMX (31.13).
| 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 | 7 years | - |
| Gain YTD | 17.706 | 14.426 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 98.4M | 274,390% |
| Annual Yield % from dividends | 1.89 | 1.94 | 97% |
| Returns for 1 year | 11.10 | 13.57 | 82% |
| Returns for 3 years | 45.31 | 41.08 | 110% |
| Returns for 5 years | 42.14 | 31.13 | 135% |
| Returns for 10 years | 77.18 | N/A | - |