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CLBCX vs TSUMX
CLBCX vs TSUMX Comparison
Open Charts CLBCX vs TSUMX
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.
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).
| 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 | 8.536 | 11.506 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 94.8M | 267,932% |
| Annual Yield % from dividends | 1.13 | 2.13 | 53% |
| Returns for 1 year | 9.42 | 12.09 | 78% |
| Returns for 3 years | 32.73 | 39.28 | 83% |
| Returns for 5 years | 36.20 | 34.20 | 106% |
| Returns for 10 years | 64.69 | N/A | - |