RLEFX
Price
$38.32
Change
-$0.06 (-0.16%)
Updated
Feb 4 closing price
Net Assets
269.72B
TSUMX
Price
$15.14
Change
+$0.26 (+1.75%)
Updated
Feb 3 closing price
Net Assets
109.89M
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RLEFX vs TSUMX

Header iconRLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMXBanner chart's image
American Funds American Balanced R5E
Price$38.32
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Thornburg Summit I
Price$15.14
Change+$0.26 (+1.75%)
VolumeN/A
Net Assets109.89M
RLEFX vs TSUMX Comparison Chart in %
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RLEFX vs. TSUMX commentary
Feb 05, 2026

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 Hold and TSUMX is a Buy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. TSUMX (110M). TSUMX pays higher dividends than RLEFX: TSUMX (2.24) vs RLEFX (2.06). 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 : 17.97 vs. RLEFX (11.56). RLEFX return over 5 years is better than : 36.72 vs. TSUMX (28.97).
RLEFXTSUMXRLEFX / TSUMX
Total Expense Ratio0.390.7155%
Annual Report Gross Expense Ratio0.391.1733%
Fund Existence10 years7 years-
Gain YTD2.4834.12760%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets270B110M245,455%
Annual Yield % from dividends2.062.2492%
Returns for 1 year11.5617.9764%
Returns for 3 years37.5740.8092%
Returns for 5 years36.7228.97127%
Returns for 10 years90.60N/A-
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