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RLBBX vs TSUMX
RLBBX vs TSUMX Comparison
Open Charts RLBBX vs TSUMX
American Funds American Balanced R2
Price$37.63
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Thornburg Summit I
Price$14.52
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets97.39M
RLBBX vs TSUMX Comparison Chart in %
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RLBBX vs. TSUMX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 258B vs. TSUMX (97.4M). TSUMX pays higher dividends than RLBBX: TSUMX (2.03) vs RLBBX (1.15). RLBBX was incepted earlier than TSUMX: RLBBX (23 years) vs TSUMX (7 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 : 12.69 vs. RLBBX (9.11). RLBBX return over 5 years is better than : 35.40 vs. TSUMX (32.35).
| RLBBX | TSUMX | RLBBX / TSUMX | |
| Total Expense Ratio | 1.32 | 0.71 | 186% |
| Annual Report Gross Expense Ratio | 1.32 | 1.17 | 113% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 10.795 | 14.180 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 97.4M | 264,887% |
| Annual Yield % from dividends | 1.15 | 2.03 | 57% |
| Returns for 1 year | 9.11 | 12.69 | 72% |
| Returns for 3 years | 37.13 | 43.28 | 86% |
| Returns for 5 years | 35.40 | 32.35 | 109% |
| Returns for 10 years | 67.75 | N/A | - |
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