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IBALX vs RLBCX
IBALX vs RLBCX Comparison
Open Charts IBALX vs RLBCX
Transamerica Multi-Managed Balanced A
Price$31.78
Change-$0.41 (-1.27%)
VolumeN/A
Net Assets1.3B
American Funds American Balanced R3
Price$32.83
Change-$0.31 (-0.94%)
VolumeN/A
Net Assets225.48B
IBALX vs RLBCX Comparison Chart
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IBALX vs. RLBCX commentary
Apr 18, 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: 225B vs. IBALX (1.3B). RLBCX (1.69) and IBALX (1.65) have matching dividends . IBALX was incepted earlier than RLBCX: IBALX (30 years) vs RLBCX (23 years). IBALX (0.98) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. IBALX (33.00). 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 : 2.38 vs. IBALX (0.11). RLBCX return over 5 years is better than : 30.34 vs. IBALX (22.36).
| IBALX | RLBCX | IBALX / RLBCX | |
| Total Expense Ratio | 0.98 | 0.89 | 110% |
| Annual Report Gross Expense Ratio | 0.98 | 0.89 | 110% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | -4.584 | -3.526 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 225B | 1% |
| Annual Yield % from dividends | 1.65 | 1.69 | 97% |
| Returns for 1 year | 0.11 | 2.38 | 5% |
| Returns for 3 years | 4.67 | 9.44 | 49% |
| Returns for 5 years | 22.36 | 30.34 | 74% |
| Returns for 10 years | 35.81 | 43.14 | 83% |
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