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RLEFX vs TSUMX
RLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMX
American Funds American Balanced R5E
Price$37.03
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
Thornburg Summit I
Price$14.19
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets94.52M
RLEFX vs TSUMX Comparison Chart in %
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RLEFX vs. TSUMX commentary
Aug 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: 252B vs. TSUMX (94.5M). TSUMX (2.09) and RLEFX (2.00) have matching dividends . 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 : 13.22 vs. RLEFX (11.02). RLEFX return over 5 years is better than : 37.78 vs. TSUMX (31.72).
| 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 | 8.722 | 11.585 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 94.5M | 266,667% |
| Annual Yield % from dividends | 2.00 | 2.09 | 95% |
| Returns for 1 year | 11.02 | 13.22 | 83% |
| Returns for 3 years | 31.87 | 34.02 | 94% |
| Returns for 5 years | 37.78 | 31.72 | 119% |
| Returns for 10 years | N/A | N/A | - |
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