RLBAX
Price
$36.83
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
TSUMX
Price
$14.18
Change
+$0.01 (+0.07%)
Updated
Jul 25 closing price
Net Assets
94.77M
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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$36.83
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.

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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.
RLBAXTSUMXRLBAX / TSUMX
Total Expense Ratio1.310.71185%
Annual Report Gross Expense Ratio1.311.17112%
Fund Existence23 years6 years-
Gain YTD8.56511.50674%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B94.8M267,932%
Annual Yield % from dividends1.182.1355%
Returns for 1 year9.4212.0978%
Returns for 3 years32.1439.2882%
Returns for 5 years35.2834.20103%
Returns for 10 years58.06N/A-
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