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BALCX vs TSUMX
BALCX vs TSUMX Comparison
Open Charts BALCX vs TSUMX
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.
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.
| BALCX | TSUMX | BALCX / TSUMX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.31 | 1.17 | 112% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 8.597 | 11.506 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 94.8M | 267,932% |
| Annual Yield % from dividends | 1.19 | 2.13 | 56% |
| Returns for 1 year | 9.43 | 12.09 | 78% |
| Returns for 3 years | 32.20 | 39.28 | 82% |
| Returns for 5 years | 35.43 | 34.20 | 104% |
| Returns for 10 years | 58.21 | N/A | - |
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