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RLEFX vs TSUMX
RLEFX vs TSUMX Comparison
Open Charts RLEFX vs TSUMX
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Thornburg Summit I
Price$14.76
Change-$0.12 (-0.81%)
VolumeN/A
Net Assets97.38M
RLEFX vs TSUMX Comparison Chart in %
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RLEFX 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 RLEFX is a Buy and TSUMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. TSUMX (97.4M). TSUMX (1.94) and RLEFX (1.89) 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 : 14.60 vs. RLEFX (8.96). RLEFX return over 5 years is better than : 40.71 vs. TSUMX (31.66).
| 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 | 14.996 | 17.587 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 97.4M | 276,181% |
| Annual Yield % from dividends | 1.89 | 1.94 | 97% |
| Returns for 1 year | 8.96 | 14.60 | 61% |
| Returns for 3 years | 43.39 | 43.93 | 99% |
| Returns for 5 years | 40.71 | 31.66 | 129% |
| Returns for 10 years | N/A | N/A | - |
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