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BALCX vs TSUMX
BALCX vs TSUMX Comparison
Open Charts BALCX vs TSUMX
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.
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).
| 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 | 7.684 | 9.697 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 93.3M | 270,096% |
| Annual Yield % from dividends | 1.19 | 2.13 | 56% |
| Returns for 1 year | 7.03 | 9.09 | 77% |
| Returns for 3 years | 32.51 | 37.78 | 86% |
| Returns for 5 years | 37.14 | 34.78 | 107% |
| Returns for 10 years | 58.16 | N/A | - |
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