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CLBCX vs TSUMX
CLBCX vs TSUMX Comparison
Open Charts CLBCX vs TSUMX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Thornburg Summit I
Price$14.43
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets96.6M
CLBCX vs TSUMX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and TSUMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. TSUMX (96.6M). TSUMX pays higher dividends than CLBCX: TSUMX (2.09) vs CLBCX (1.12). CLBCX was incepted earlier than TSUMX: CLBCX (24 years) vs TSUMX (6 years). CLBCX (1.35) is less costly to investors than TSUMX (1.17). TSUMX is a more actively managed with annual turnover of: 66.54 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than TSUMX: CLBCX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 11.99 vs. CLBCX (7.14). CLBCX (34.64) and TSUMX (33.73) have equivalent 5 years return.
| CLBCX | TSUMX | CLBCX / TSUMX | |
| Total Expense Ratio | 1.35 | 0.71 | 190% |
| Annual Report Gross Expense Ratio | 1.35 | 1.17 | 115% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 9.208 | 13.472 | 68% |
| 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 | 1.12 | 2.09 | 54% |
| Returns for 1 year | 7.14 | 11.99 | 60% |
| Returns for 3 years | 27.58 | 34.52 | 80% |
| Returns for 5 years | 34.64 | 33.73 | 103% |
| Returns for 10 years | 65.77 | N/A | - |
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