Interact to see
Advertisement
Advertisement
RLEFX vs TSUMX
RLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMX
American Funds American Balanced R5E
Price$39.24
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets265.62B
Thornburg Summit I
Price$14.92
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets97.4M
RLEFX vs TSUMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLEFX 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 RLEFX is a Buy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. TSUMX (97.4M). TSUMX (1.97) and RLEFX (1.92) have matching dividends . RLEFX was incepted earlier than TSUMX: RLEFX (10 years) vs TSUMX (7 years). TSUMX (1.17) is less costly to investors than RLEFX (0.39). TSUMX is a more actively managed with annual turnover of: 66.54 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than TSUMX: RLEFX (250) vs TSUMX (2500000). TSUMX annual gain was more profitable for investors over the last year : 13.62 vs. RLEFX (9.57). RLEFX return over 5 years is better than : 45.60 vs. TSUMX (35.23).
| RLEFX | TSUMX | RLEFX / TSUMX | |
| Total Expense Ratio | 0.39 | 0.71 | 55% |
| Annual Report Gross Expense Ratio | 0.39 | 1.17 | 33% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 15.585 | 17.903 | 87% |
| 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 | 1.92 | 1.97 | 97% |
| Returns for 1 year | 9.57 | 13.62 | 70% |
| Returns for 3 years | 51.74 | 53.85 | 96% |
| Returns for 5 years | 45.60 | 35.23 | 129% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement