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RLEFX vs TSUMX
RLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMX
American Funds American Balanced R5E
Price$38.60
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
Thornburg Summit I
Price$14.73
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets98.79M
RLEFX vs TSUMX Comparison Chart in %
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RLEFX vs. TSUMX commentary
Sep 19, 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: 263B vs. TSUMX (98.8M). TSUMX (2.03) and RLEFX (1.97) 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 : 13.71 vs. RLEFX (10.48). RLEFX return over 5 years is better than : 44.87 vs. TSUMX (36.06).
| 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 | 13.700 | 16.796 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 98.8M | 266,194% |
| Annual Yield % from dividends | 1.97 | 2.03 | 97% |
| Returns for 1 year | 10.48 | 13.71 | 76% |
| Returns for 3 years | 44.12 | 47.47 | 93% |
| Returns for 5 years | 44.87 | 36.06 | 124% |
| Returns for 10 years | N/A | N/A | - |
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