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BALCX vs TSUMX
BALCX vs TSUMX Comparison
Open Charts BALCX vs TSUMX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Thornburg Summit I
Price$14.52
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets97.39M
BALCX vs TSUMX Comparison Chart in %
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BALCX vs. TSUMX commentary
Sep 08, 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: 258B vs. TSUMX (97.4M). TSUMX pays higher dividends than BALCX: TSUMX (2.03) vs BALCX (1.16). BALCX was incepted earlier than TSUMX: BALCX (25 years) vs TSUMX (7 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 : 12.69 vs. BALCX (9.12). BALCX return over 5 years is better than : 35.50 vs. TSUMX (32.35).
| BALCX | TSUMX | BALCX / TSUMX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.31 | 1.17 | 112% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 10.835 | 14.180 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 97.4M | 264,887% |
| Annual Yield % from dividends | 1.16 | 2.03 | 57% |
| Returns for 1 year | 9.12 | 12.69 | 72% |
| Returns for 3 years | 37.20 | 43.28 | 86% |
| Returns for 5 years | 35.50 | 32.35 | 110% |
| Returns for 10 years | 67.85 | N/A | - |
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