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RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Thornburg Summit I
Price$14.76
Change-$0.12 (-0.81%)
VolumeN/A
Net Assets97.38M
RLBFX vs TSUMX Comparison Chart in %
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RLBFX vs. TSUMX commentary
Nov 14, 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 RLBFX is a Buy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. TSUMX (97.4M). RLBFX (1.97) and TSUMX (1.94) have matching dividends . RLBFX was incepted earlier than TSUMX: RLBFX (24 years) vs TSUMX (7 years). TSUMX (1.17) is less costly to investors than RLBFX (0.29). TSUMX is a more actively managed with annual turnover of: 66.54 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than TSUMX: RLBFX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 14.60 vs. RLBFX (10.28). RLBFX return over 5 years is better than : 43.06 vs. TSUMX (31.66).
| RLBFX | TSUMX | RLBFX / TSUMX | |
| Total Expense Ratio | 0.29 | 0.71 | 41% |
| Annual Report Gross Expense Ratio | 0.29 | 1.17 | 25% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 16.507 | 17.587 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 97.4M | 276,181% |
| Annual Yield % from dividends | 1.97 | 1.94 | 101% |
| Returns for 1 year | 10.28 | 14.60 | 70% |
| Returns for 3 years | 44.74 | 43.93 | 102% |
| Returns for 5 years | 43.06 | 31.66 | 136% |
| Returns for 10 years | 81.39 | N/A | - |
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