BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
TSUMX
Price
$13.95
Change
+$0.03 (+0.22%)
Updated
Jul 3 closing price
Net Assets
93.3M
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BALCX vs TSUMX

Header iconBALCX vs TSUMX Comparison
Open Charts BALCX vs TSUMXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Thornburg Summit I
Price$13.95
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets93.3M
BALCX vs TSUMX Comparison Chart in %
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BALCX vs. TSUMX commentary
Jul 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 BALCX is a Buy and TSUMX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. TSUMX (93.3M). TSUMX pays higher dividends than BALCX: TSUMX (2.13) vs BALCX (1.19). BALCX was incepted earlier than TSUMX: BALCX (24 years) vs TSUMX (6 years). BALCX (1.31) is less costly to investors than TSUMX (1.17). TSUMX is a more actively managed with annual turnover of: 66.54 vs. BALCX (44.00). BALCX has a lower initial minimum investment than TSUMX: BALCX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 9.09 vs. BALCX (7.03). BALCX return over 5 years is better than : 37.14 vs. TSUMX (34.78).
BALCXTSUMXBALCX / TSUMX
Total Expense Ratio1.310.71185%
Annual Report Gross Expense Ratio1.311.17112%
Fund Existence24 years6 years-
Gain YTD7.6849.69779%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B93.3M270,096%
Annual Yield % from dividends1.192.1356%
Returns for 1 year7.039.0977%
Returns for 3 years32.5137.7886%
Returns for 5 years37.1434.78107%
Returns for 10 years58.16N/A-
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