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RLEFX vs TSUMX
RLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMX
American Funds American Balanced R5E
Price$37.64
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Thornburg Summit I
Price$14.56
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets101.85M
RLEFX vs TSUMX Comparison Chart in %
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RLEFX 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 RLEFX is a StrongBuy and TSUMX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. TSUMX (102M). TSUMX pays higher dividends than RLEFX: TSUMX (1.97) vs RLEFX (1.86). 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 : 14.17 vs. RLEFX (9.28). RLEFX return over 5 years is better than : 35.80 vs. TSUMX (25.97).
| 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 | 10.872 | 15.058 | 72% |
| 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 | 1.86 | 1.97 | 94% |
| Returns for 1 year | 9.28 | 14.17 | 65% |
| Returns for 3 years | 38.81 | 41.26 | 94% |
| Returns for 5 years | 35.80 | 25.97 | 138% |
| Returns for 10 years | 75.29 | N/A | - |
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