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RLBGX vs TSUMX
RLBGX vs TSUMX Comparison
Open Charts RLBGX vs TSUMX
American Funds American Balanced R6
Price$39.59
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Thornburg Summit I
Price$14.88
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets98.16M
RLBGX vs TSUMX Comparison Chart in %
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RLBGX 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 RLBGX is a Buy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 268B vs. TSUMX (98.2M). RLBGX (2.01) and TSUMX (1.94) have matching dividends . RLBGX was incepted earlier than TSUMX: RLBGX (17 years) vs TSUMX (7 years). TSUMX (1.17) is less costly to investors than RLBGX (0.25). TSUMX is a more actively managed with annual turnover of: 66.54 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than TSUMX: RLBGX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 14.60 vs. RLBGX (10.35). RLBGX return over 5 years is better than : 43.37 vs. TSUMX (31.66).
| RLBGX | TSUMX | RLBGX / TSUMX | |
| Total Expense Ratio | 0.25 | 0.71 | 35% |
| Annual Report Gross Expense Ratio | 0.25 | 1.17 | 21% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 16.570 | 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 | 268B | 98.2M | 272,912% |
| Annual Yield % from dividends | 2.01 | 1.94 | 104% |
| Returns for 1 year | 10.35 | 14.60 | 71% |
| Returns for 3 years | 44.95 | 43.93 | 102% |
| Returns for 5 years | 43.37 | 31.66 | 137% |
| Returns for 10 years | 81.84 | N/A | - |
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