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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$39.14
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Thornburg Summit I
Price$14.92
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets97.4M
CLBFX vs TSUMX Comparison Chart in %
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CLBFX vs. TSUMX commentary
Oct 21, 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: 266B vs. TSUMX (97.4M). TSUMX (1.97) and CLBFX (1.89) 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 : 13.62 vs. CLBFX (9.53). CLBFX return over 5 years is better than : 47.53 vs. TSUMX (35.23).
| 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 | 15.564 | 17.903 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 97.4M | 273,101% |
| Annual Yield % from dividends | 1.89 | 1.97 | 96% |
| Returns for 1 year | 9.53 | 13.62 | 70% |
| Returns for 3 years | 52.41 | 53.85 | 97% |
| Returns for 5 years | 47.53 | 35.23 | 135% |
| Returns for 10 years | 89.57 | N/A | - |
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