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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Thornburg Summit I
Price$14.76
Change-$0.12 (-0.81%)
VolumeN/A
Net Assets97.38M
CLBFX vs TSUMX Comparison Chart in %
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CLBFX vs. TSUMX commentary
Nov 14, 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 CLBFX is a Buy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. TSUMX (97.4M). TSUMX (1.94) and CLBFX (1.86) have matching dividends . 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 : 14.60 vs. CLBFX (10.11). CLBFX return over 5 years is better than : 44.32 vs. TSUMX (31.66).
| CLBFX | TSUMX | CLBFX / TSUMX | |
| Total Expense Ratio | 0.67 | 0.71 | 94% |
| Annual Report Gross Expense Ratio | 0.67 | 1.17 | 57% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 16.391 | 17.587 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 97.4M | 276,181% |
| Annual Yield % from dividends | 1.86 | 1.94 | 96% |
| Returns for 1 year | 10.11 | 14.60 | 69% |
| Returns for 3 years | 44.93 | 43.93 | 102% |
| Returns for 5 years | 44.32 | 31.66 | 140% |
| Returns for 10 years | 94.43 | N/A | - |
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