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CLBCX vs TSUMX
CLBCX vs TSUMX Comparison
Open Charts CLBCX vs TSUMX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Thornburg Summit I
Price$13.95
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets93.3M
CLBCX vs TSUMX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and TSUMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. TSUMX (93.3M). 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 : 9.09 vs. CLBCX (7.04). CLBCX return over 5 years is better than : 37.95 vs. TSUMX (34.78).
| CLBCX | TSUMX | CLBCX / TSUMX | |
| Total Expense Ratio | 1.35 | 0.71 | 190% |
| Annual Report Gross Expense Ratio | 1.35 | 1.17 | 115% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 7.660 | 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 | 1.13 | 2.13 | 53% |
| Returns for 1 year | 7.04 | 9.09 | 77% |
| Returns for 3 years | 33.08 | 37.78 | 88% |
| Returns for 5 years | 37.95 | 34.78 | 109% |
| Returns for 10 years | 64.69 | N/A | - |
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