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BALCX vs TSUMX
BALCX vs TSUMX Comparison
Open Charts BALCX vs TSUMX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Thornburg Summit I
Price$14.43
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets96.6M
BALCX vs TSUMX Comparison Chart in %
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BALCX vs. TSUMX commentary
Aug 18, 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: 256B vs. TSUMX (96.6M). TSUMX pays higher dividends than BALCX: TSUMX (2.09) vs BALCX (1.18). 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 : 11.99 vs. BALCX (7.16). BALCX (33.87) and TSUMX (33.73) 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 | 9.274 | 13.472 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 96.6M | 265,010% |
| Annual Yield % from dividends | 1.18 | 2.09 | 56% |
| Returns for 1 year | 7.16 | 11.99 | 60% |
| Returns for 3 years | 27.12 | 34.52 | 79% |
| Returns for 5 years | 33.87 | 33.73 | 100% |
| Returns for 10 years | 59.19 | N/A | - |
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