BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
TSUMX
Price
$14.18
Change
+$0.01 (+0.07%)
Updated
Jul 25 closing price
Net Assets
94.77M
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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$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Thornburg Summit I
Price$14.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets94.77M
BALCX vs TSUMX Comparison Chart in %
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BALCX vs. TSUMX commentary
Jul 27, 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: 254B vs. TSUMX (94.8M). 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 : 12.09 vs. BALCX (9.43). BALCX (35.43) and TSUMX (34.20) have equivalent 5 years return.
BALCXTSUMXBALCX / TSUMX
Total Expense Ratio1.310.71185%
Annual Report Gross Expense Ratio1.311.17112%
Fund Existence24 years6 years-
Gain YTD8.59711.50675%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B94.8M267,932%
Annual Yield % from dividends1.192.1356%
Returns for 1 year9.4312.0978%
Returns for 3 years32.2039.2882%
Returns for 5 years35.4334.20104%
Returns for 10 years58.21N/A-
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