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IBALX vs RLBFX
IBALX vs RLBFX Comparison
Open Charts IBALX vs RLBFX
Transamerica Multi-Managed Balanced A
Price$31.78
Change-$0.41 (-1.27%)
VolumeN/A
Net Assets1.3B
American Funds American Balanced R5
Price$33.10
Change-$0.31 (-0.93%)
VolumeN/A
Net Assets227.6B
IBALX vs RLBFX Comparison Chart
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IBALX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 228B vs. IBALX (1.3B). RLBFX pays higher dividends than IBALX: RLBFX (2.26) vs IBALX (1.65). IBALX was incepted earlier than RLBFX: IBALX (30 years) vs RLBFX (23 years). IBALX (0.98) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. IBALX (33.00). RLBFX has a lower initial minimum investment than IBALX: RLBFX (250) vs IBALX (1000). RLBFX annual gain was more profitable for investors over the last year : 3.03 vs. IBALX (0.11). RLBFX return over 5 years is better than : 33.72 vs. IBALX (22.36).
| IBALX | RLBFX | IBALX / RLBFX | |
| Total Expense Ratio | 0.98 | 0.30 | 327% |
| Annual Report Gross Expense Ratio | 0.98 | 0.30 | 327% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | -4.584 | -3.383 | 136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 228B | 1% |
| Annual Yield % from dividends | 1.65 | 2.26 | 73% |
| Returns for 1 year | 0.11 | 3.03 | 4% |
| Returns for 3 years | 4.67 | 11.05 | 42% |
| Returns for 5 years | 22.36 | 33.72 | 66% |
| Returns for 10 years | 35.81 | 48.19 | 74% |
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