CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
TSUMX
Price
$13.95
Change
+$0.03 (+0.22%)
Updated
Jul 3 closing price
Net Assets
93.3M
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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$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.

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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).
CLBCXTSUMXCLBCX / TSUMX
Total Expense Ratio1.350.71190%
Annual Report Gross Expense Ratio1.351.17115%
Fund Existence23 years6 years-
Gain YTD7.6609.69779%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B93.3M270,096%
Annual Yield % from dividends1.132.1353%
Returns for 1 year7.049.0977%
Returns for 3 years33.0837.7888%
Returns for 5 years37.9534.78109%
Returns for 10 years64.69N/A-
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