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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Thornburg Summit I
Price$14.52
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets99.37M
CLBFX vs TSUMX Comparison Chart in %
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CLBFX vs. TSUMX commentary
Dec 04, 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 StrongBuy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. TSUMX (99.4M). TSUMX pays higher dividends than CLBFX: TSUMX (1.97) vs CLBFX (1.83). 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 : 12.25 vs. CLBFX (9.42). CLBFX return over 5 years is better than : 42.06 vs. TSUMX (29.88).
| 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 | 16.745 | 13.793 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 99.4M | 270,624% |
| Annual Yield % from dividends | 1.83 | 1.97 | 93% |
| Returns for 1 year | 9.42 | 12.25 | 77% |
| Returns for 3 years | 41.56 | 37.08 | 112% |
| Returns for 5 years | 42.06 | 29.88 | 141% |
| Returns for 10 years | 90.52 | N/A | - |
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