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IBALX vs RLBFX
IBALX vs RLBFX Comparison
Open Charts IBALX vs RLBFX
Transamerica Multi-Managed Balanced A
Price$37.06
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets1.49B
American Funds American Balanced R5
Price$38.69
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
IBALX vs RLBFX Comparison Chart in %
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IBALX vs. RLBFX commentary
Sep 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: 263B vs. IBALX (1.49B). RLBFX pays higher dividends than IBALX: RLBFX (2.05) vs IBALX (1.47). IBALX was incepted earlier than RLBFX: IBALX (31 years) vs RLBFX (23 years). IBALX (0.97) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. IBALX (41.00). 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 : 9.77 vs. IBALX (4.74). RLBFX return over 5 years is better than : 44.27 vs. IBALX (25.86).
| IBALX | RLBFX | IBALX / RLBFX | |
| Total Expense Ratio | 0.97 | 0.29 | 334% |
| Annual Report Gross Expense Ratio | 0.97 | 0.29 | 334% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 10.379 | 13.349 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 263B | 1% |
| Annual Yield % from dividends | 1.47 | 2.05 | 72% |
| Returns for 1 year | 4.74 | 9.77 | 48% |
| Returns for 3 years | 32.62 | 44.38 | 74% |
| Returns for 5 years | 25.86 | 44.27 | 58% |
| Returns for 10 years | 63.82 | 82.55 | 77% |
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