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RLBAX vs TSUMX
RLBAX vs TSUMX Comparison
Open Charts RLBAX vs TSUMX
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Thornburg Summit I
Price$14.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets94.77M
RLBAX vs TSUMX Comparison Chart in %
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RLBAX vs. TSUMX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. TSUMX (94.8M). 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 : 12.09 vs. RLBAX (9.42). RLBAX (35.28) and TSUMX (34.20) have equivalent 5 years return.
| RLBAX | TSUMX | RLBAX / TSUMX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.31 | 1.17 | 112% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 8.565 | 11.506 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 94.8M | 267,932% |
| Annual Yield % from dividends | 1.18 | 2.13 | 55% |
| Returns for 1 year | 9.42 | 12.09 | 78% |
| Returns for 3 years | 32.14 | 39.28 | 82% |
| Returns for 5 years | 35.28 | 34.20 | 103% |
| Returns for 10 years | 58.06 | N/A | - |
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