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RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
American Funds American Balanced R5
Price$38.43
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Thornburg Summit I
Price$15.14
Change+$0.26 (+1.75%)
VolumeN/A
Net Assets109.89M
RLBFX vs TSUMX Comparison Chart in %
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RLBFX vs. TSUMX commentary
Feb 05, 2026
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 Hold and TSUMX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. TSUMX (110M). TSUMX (2.24) and RLBFX (2.13) 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 : 17.97 vs. RLBFX (11.69). RLBFX return over 5 years is better than : 37.38 vs. TSUMX (28.97).
| 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 | 2.503 | 4.127 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 110M | 245,455% |
| Annual Yield % from dividends | 2.13 | 2.24 | 95% |
| Returns for 1 year | 11.69 | 17.97 | 65% |
| Returns for 3 years | 38.02 | 40.80 | 93% |
| Returns for 5 years | 37.38 | 28.97 | 129% |
| Returns for 10 years | 91.94 | N/A | - |
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