RLBAX
Price
$36.52
Change
+$0.17 (+0.47%)
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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RLBAX vs TSUMX

Header iconRLBAX vs TSUMX Comparison
Open Charts RLBAX vs TSUMXBanner chart's image
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Thornburg Summit I
Price$13.95
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets93.3M
RLBAX vs TSUMX Comparison Chart in %
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RLBAX 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 RLBAX is a Buy and TSUMX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. TSUMX (93.3M). TSUMX pays higher dividends than RLBAX: TSUMX (2.13) vs RLBAX (1.18). RLBAX was incepted earlier than TSUMX: RLBAX (23 years) vs TSUMX (6 years). RLBAX (1.31) is less costly to investors than TSUMX (1.17). TSUMX is a more actively managed with annual turnover of: 66.54 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than TSUMX: RLBAX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 9.09 vs. RLBAX (7.00). RLBAX return over 5 years is better than : 37.04 vs. TSUMX (34.78).
RLBAXTSUMXRLBAX / TSUMX
Total Expense Ratio1.310.71185%
Annual Report Gross Expense Ratio1.311.17112%
Fund Existence23 years6 years-
Gain YTD7.6519.69779%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B93.3M270,096%
Annual Yield % from dividends1.182.1355%
Returns for 1 year7.009.0977%
Returns for 3 years32.4537.7886%
Returns for 5 years37.0434.78106%
Returns for 10 years58.01N/A-
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