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IBALX vs RLBEX
IBALX vs RLBEX Comparison
Open Charts IBALX vs RLBEX
Transamerica Multi-Managed Balanced A
Price$33.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R4
Price$34.28
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
IBALX vs RLBEX Comparison Chart
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IBALX vs. RLBEX commentary
May 11, 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: 234B vs. IBALX (1.34B). RLBEX pays higher dividends than IBALX: RLBEX (1.98) vs IBALX (1.65). IBALX was incepted earlier than RLBEX: IBALX (30 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 : 4.20 vs. IBALX (0.52). RLBEX return over 5 years is better than : 36.57 vs. IBALX (24.40).
| IBALX | RLBEX | IBALX / RLBEX | |
| Total Expense Ratio | 0.97 | 0.59 | 164% |
| Annual Report Gross Expense Ratio | 0.97 | 0.59 | 164% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | -1.472 | 0.337 | -437% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 234B | 1% |
| Annual Yield % from dividends | 1.65 | 1.98 | 84% |
| Returns for 1 year | 0.52 | 4.20 | 12% |
| Returns for 3 years | 15.05 | 21.53 | 70% |
| Returns for 5 years | 24.40 | 36.57 | 67% |
| Returns for 10 years | 40.46 | 52.73 | 77% |