RLBBX
Price
$36.57
Change
+$0.18 (+0.49%)
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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RLBBX vs TSUMX

Header iconRLBBX vs TSUMX Comparison
Open Charts RLBBX vs TSUMXBanner chart's image
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Thornburg Summit I
Price$13.95
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets93.3M
RLBBX vs TSUMX Comparison Chart in %
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RLBBX 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 RLBBX is a Buy and TSUMX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. TSUMX (93.3M). TSUMX pays higher dividends than RLBBX: TSUMX (2.13) vs RLBBX (1.17). RLBBX was incepted earlier than TSUMX: RLBBX (23 years) vs TSUMX (6 years). RLBBX (1.32) is less costly to investors than TSUMX (1.17). TSUMX is a more actively managed with annual turnover of: 66.54 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than TSUMX: RLBBX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 9.09 vs. RLBBX (7.05). RLBBX return over 5 years is better than : 37.07 vs. TSUMX (34.78).
RLBBXTSUMXRLBBX / TSUMX
Total Expense Ratio1.320.71186%
Annual Report Gross Expense Ratio1.321.17113%
Fund Existence23 years6 years-
Gain YTD7.6749.69779%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B93.3M270,096%
Annual Yield % from dividends1.172.1355%
Returns for 1 year7.059.0978%
Returns for 3 years32.4837.7886%
Returns for 5 years37.0734.78107%
Returns for 10 years58.03N/A-
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