CLBFX
Price
$38.21
Change
-$0.05 (-0.13%)
Updated
Feb 4 closing price
Net Assets
269.72B
TSUMX
Price
$15.12
Change
-$0.02 (-0.13%)
Updated
Feb 4 closing price
Net Assets
109.89M
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CLBFX vs TSUMX

Header iconCLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMXBanner chart's image
American Funds American Balanced 529F
Price$38.21
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Thornburg Summit I
Price$15.12
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets109.89M
CLBFX vs TSUMX Comparison Chart in %
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CLBFX vs. TSUMX commentary
Feb 05, 2026

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 CLBFX is a Hold and TSUMX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. TSUMX (110M). TSUMX pays higher dividends than CLBFX: TSUMX (2.24) vs CLBFX (2.03). CLBFX was incepted earlier than TSUMX: CLBFX (23 years) vs TSUMX (7 years). TSUMX (1.17) is less costly to investors than CLBFX (0.67). TSUMX is a more actively managed with annual turnover of: 66.54 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than TSUMX: CLBFX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 17.97 vs. CLBFX (11.50). CLBFX return over 5 years is better than : 38.44 vs. TSUMX (28.97).
CLBFXTSUMXCLBFX / TSUMX
Total Expense Ratio0.670.7194%
Annual Report Gross Expense Ratio0.671.1757%
Fund Existence23 years7 years-
Gain YTD2.4644.12760%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets270B110M245,455%
Annual Yield % from dividends2.032.2491%
Returns for 1 year11.5017.9764%
Returns for 3 years37.3340.8091%
Returns for 5 years38.4428.97133%
Returns for 10 years104.71N/A-
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