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RAMHX vs TSUMX
RAMHX vs TSUMX Comparison
Open Charts RAMHX vs TSUMX
American Funds American Balanced R2E
Price$39.05
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets265.62B
Thornburg Summit I
Price$14.92
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets97.4M
RAMHX vs TSUMX Comparison Chart in %
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RAMHX vs. TSUMX commentary
Oct 21, 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 Buy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 266B vs. TSUMX (97.4M). TSUMX pays higher dividends than RAMHX: TSUMX (1.97) vs RAMHX (1.35). 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 : 13.62 vs. RAMHX (8.84). RAMHX return over 5 years is better than : 41.67 vs. TSUMX (35.23).
| 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 | 14.990 | 17.903 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 97.4M | 273,101% |
| Annual Yield % from dividends | 1.35 | 1.97 | 69% |
| Returns for 1 year | 8.84 | 13.62 | 65% |
| Returns for 3 years | 48.98 | 53.85 | 91% |
| Returns for 5 years | 41.67 | 35.23 | 118% |
| Returns for 10 years | 68.48 | N/A | - |
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