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CLBFX vs TSUMX
CLBFX vs TSUMX Comparison
Open Charts CLBFX vs TSUMX
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.
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).
| 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 | 2.464 | 4.127 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 110M | 245,455% |
| Annual Yield % from dividends | 2.03 | 2.24 | 91% |
| Returns for 1 year | 11.50 | 17.97 | 64% |
| Returns for 3 years | 37.33 | 40.80 | 91% |
| Returns for 5 years | 38.44 | 28.97 | 133% |
| Returns for 10 years | 104.71 | N/A | - |
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