Interact to see
Advertisement
Advertisement
RAMHX vs TSUMX
RAMHX vs TSUMX Comparison
Open Charts RAMHX vs TSUMX
American Funds American Balanced R2E
Price$39.61
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
RAMHX vs TSUMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RAMHX 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 RAMHX is a StrongBuy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 269B vs. TSUMX (99.4M). TSUMX pays higher dividends than RAMHX: TSUMX (1.97) vs RAMHX (1.31). 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 : 12.25 vs. RAMHX (8.76). RAMHX return over 5 years is better than : 36.44 vs. TSUMX (29.88).
| 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 | 16.080 | 13.793 | 117% |
| 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 | 1.31 | 1.97 | 67% |
| Returns for 1 year | 8.76 | 12.25 | 72% |
| Returns for 3 years | 38.40 | 37.08 | 104% |
| Returns for 5 years | 36.44 | 29.88 | 122% |
| Returns for 10 years | 69.33 | N/A | - |