CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
TSUMX
Price
$13.95
Change
+$0.03 (+0.22%)
Updated
Jul 3 closing price
Net Assets
93.3M
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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$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Thornburg Summit I
Price$13.95
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets93.3M
CLBFX vs TSUMX Comparison Chart in %
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CLBFX vs. TSUMX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. TSUMX (93.3M). TSUMX pays higher dividends than CLBFX: TSUMX (2.13) vs CLBFX (1.99). CLBFX was incepted earlier than TSUMX: CLBFX (23 years) vs TSUMX (6 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 : 9.09 vs. CLBFX (8.02). CLBFX return over 5 years is better than : 44.49 vs. TSUMX (34.78).
CLBFXTSUMXCLBFX / TSUMX
Total Expense Ratio0.670.7194%
Annual Report Gross Expense Ratio0.671.1757%
Fund Existence23 years6 years-
Gain YTD8.1699.69784%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B93.3M270,096%
Annual Yield % from dividends1.992.1394%
Returns for 1 year8.029.0988%
Returns for 3 years36.8037.7897%
Returns for 5 years44.4934.78128%
Returns for 10 years81.14N/A-
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