CLBCX
Price
$37.16
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
TSUMX
Price
$14.18
Change
+$0.01 (+0.07%)
Updated
Jul 25 closing price
Net Assets
94.77M
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CLBCX vs TSUMX

Header iconCLBCX vs TSUMX Comparison
Open Charts CLBCX vs TSUMXBanner chart's image
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Thornburg Summit I
Price$14.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets94.77M
CLBCX vs TSUMX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and TSUMX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. TSUMX (94.8M). TSUMX pays higher dividends than CLBCX: TSUMX (2.13) vs CLBCX (1.13). CLBCX was incepted earlier than TSUMX: CLBCX (23 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 : 12.09 vs. CLBCX (9.42). CLBCX return over 5 years is better than : 36.20 vs. TSUMX (34.20).
CLBCXTSUMXCLBCX / TSUMX
Total Expense Ratio1.350.71190%
Annual Report Gross Expense Ratio1.351.17115%
Fund Existence23 years6 years-
Gain YTD8.53611.50674%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B94.8M267,932%
Annual Yield % from dividends1.132.1353%
Returns for 1 year9.4212.0978%
Returns for 3 years32.7339.2883%
Returns for 5 years36.2034.20106%
Returns for 10 years64.69N/A-
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