Interact to see
Advertisement
Advertisement
IBALX vs RLBCX
IBALX vs RLBCX Comparison
Open Charts IBALX vs RLBCX
Transamerica Multi-Managed Balanced A
Price$34.30
Change-$0.12 (-0.35%)
VolumeN/A
Net Assets1.39B
American Funds American Balanced R3
Price$35.51
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
IBALX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IBALX vs. RLBCX commentary
Jun 06, 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 IBALX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 244B vs. IBALX (1.39B). RLBCX (1.63) and IBALX (1.60) have matching dividends . IBALX was incepted earlier than RLBCX: IBALX (31 years) vs RLBCX (23 years). IBALX (0.97) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. IBALX (41.00). RLBCX has a lower initial minimum investment than IBALX: RLBCX (250) vs IBALX (1000). RLBCX annual gain was more profitable for investors over the last year : 6.62 vs. IBALX (1.87). RLBCX return over 5 years is better than : 32.84 vs. IBALX (21.70).
| IBALX | RLBCX | IBALX / RLBCX | |
| Total Expense Ratio | 0.97 | 0.89 | 109% |
| Annual Report Gross Expense Ratio | 0.97 | 0.89 | 109% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 2.026 | 4.466 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 244B | 1% |
| Annual Yield % from dividends | 1.60 | 1.63 | 98% |
| Returns for 1 year | 1.87 | 6.62 | 28% |
| Returns for 3 years | 16.83 | 22.09 | 76% |
| Returns for 5 years | 21.70 | 32.84 | 66% |
| Returns for 10 years | 46.09 | 56.35 | 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement