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RAMHX vs TSUMX
RAMHX vs TSUMX Comparison
Open Charts RAMHX vs TSUMX
American Funds American Balanced R2E
Price$38.12
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Thornburg Summit I
Price$15.14
Change+$0.26 (+1.75%)
VolumeN/A
Net Assets109.89M
RAMHX vs TSUMX Comparison Chart in %
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RAMHX 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 RAMHX is a Hold and TSUMX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 270B vs. TSUMX (110M). TSUMX pays higher dividends than RAMHX: TSUMX (2.24) vs RAMHX (1.48). RAMHX was incepted earlier than TSUMX: RAMHX (11 years) vs TSUMX (7 years). TSUMX (1.17) is less costly to investors than RAMHX (1.04). TSUMX is a more actively managed with annual turnover of: 66.54 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than TSUMX: RAMHX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 17.97 vs. RAMHX (10.82). RAMHX return over 5 years is better than : 33.01 vs. TSUMX (28.97).
| RAMHX | TSUMX | RAMHX / TSUMX | |
| Total Expense Ratio | 1.04 | 0.71 | 146% |
| Annual Report Gross Expense Ratio | 1.04 | 1.17 | 89% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 2.415 | 4.127 | 59% |
| 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 | 1.48 | 2.24 | 66% |
| Returns for 1 year | 10.82 | 17.97 | 60% |
| Returns for 3 years | 34.85 | 40.80 | 85% |
| Returns for 5 years | 33.01 | 28.97 | 114% |
| Returns for 10 years | 82.66 | N/A | - |
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