Interact to see
Advertisement
Advertisement
RLEFX vs TSUMX
RLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMX
American Funds American Balanced R5E
Price$36.87
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Thornburg Summit I
Price$13.89
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets92.52M
RLEFX vs TSUMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. TSUMX commentary
Jul 18, 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 (92.5M). TSUMX pays higher dividends than RLEFX: TSUMX (2.13) vs RLEFX (2.01). 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 (7.57) and RLEFX (7.26) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.12 vs. TSUMX (32.00).
| 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 | 8.252 | 8.832 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 92.5M | 272,432% |
| Annual Yield % from dividends | 2.01 | 2.13 | 95% |
| Returns for 1 year | 7.26 | 7.57 | 96% |
| Returns for 3 years | 36.77 | 37.70 | 98% |
| Returns for 5 years | 40.12 | 32.00 | 125% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement