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IBALX vs RLBEX
IBALX vs RLBEX Comparison
Open Charts IBALX vs RLBEX
Transamerica Multi-Managed Balanced A
Price$34.30
Change-$0.12 (-0.35%)
VolumeN/A
Net Assets1.39B
American Funds American Balanced R4
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
IBALX vs RLBEX Comparison Chart
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IBALX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 244B vs. IBALX (1.39B). RLBEX pays higher dividends than IBALX: RLBEX (1.90) vs IBALX (1.60). IBALX was incepted earlier than RLBEX: IBALX (31 years) vs RLBEX (23 years). IBALX (0.97) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. IBALX (41.00). RLBEX has a lower initial minimum investment than IBALX: RLBEX (250) vs IBALX (1000). RLBEX annual gain was more profitable for investors over the last year : 6.95 vs. IBALX (1.87). RLBEX return over 5 years is better than : 34.57 vs. IBALX (21.70).
| IBALX | RLBEX | IBALX / RLBEX | |
| Total Expense Ratio | 0.97 | 0.59 | 164% |
| Annual Report Gross Expense Ratio | 0.97 | 0.59 | 164% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 2.026 | 4.581 | 44% |
| 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 | 1.90 | 84% |
| Returns for 1 year | 1.87 | 6.95 | 27% |
| Returns for 3 years | 16.83 | 22.98 | 73% |
| Returns for 5 years | 21.70 | 34.57 | 63% |
| Returns for 10 years | 46.09 | 61.12 | 75% |
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