Interact to see
Advertisement
Advertisement
RLBGX vs TSUMX
RLBGX vs TSUMX Comparison
Open Charts RLBGX vs TSUMX
American Funds American Balanced R6
Price$39.31
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Thornburg Summit I
Price$14.92
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets97.4M
RLBGX vs TSUMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBGX vs. TSUMX commentary
Oct 21, 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: 266B vs. TSUMX (97.4M). RLBGX (2.05) and TSUMX (1.97) have matching dividends . RLBGX was incepted earlier than TSUMX: RLBGX (16 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 : 13.62 vs. RLBGX (9.78). RLBGX return over 5 years is better than : 46.55 vs. TSUMX (35.23).
| RLBGX | TSUMX | RLBGX / TSUMX | |
| Total Expense Ratio | 0.25 | 0.71 | 35% |
| Annual Report Gross Expense Ratio | 0.25 | 1.17 | 21% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 15.746 | 17.903 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 97.4M | 273,101% |
| Annual Yield % from dividends | 2.05 | 1.97 | 104% |
| Returns for 1 year | 9.78 | 13.62 | 72% |
| Returns for 3 years | 52.46 | 53.85 | 97% |
| Returns for 5 years | 46.55 | 35.23 | 132% |
| Returns for 10 years | 77.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement