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RLBFX vs TSUMX
RLBFX vs TSUMX Comparison
Open Charts RLBFX vs TSUMX
American Funds American Balanced R5
Price$37.75
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Thornburg Summit I
Price$14.56
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets101.85M
RLBFX vs TSUMX Comparison Chart in %
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RLBFX vs. TSUMX commentary
Dec 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 RLBFX is a StrongBuy and TSUMX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. TSUMX (102M). TSUMX (1.97) and RLBFX (1.93) 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 : 14.17 vs. RLBFX (9.39). RLBFX return over 5 years is better than : 36.42 vs. TSUMX (25.97).
| 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 | 10.980 | 15.058 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 102M | 263,725% |
| Annual Yield % from dividends | 1.93 | 1.97 | 98% |
| Returns for 1 year | 9.39 | 14.17 | 66% |
| Returns for 3 years | 39.23 | 41.26 | 95% |
| Returns for 5 years | 36.42 | 25.97 | 140% |
| Returns for 10 years | 76.59 | N/A | - |
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