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IBALX vs RLBFX
IBALX vs RLBFX Comparison
Open Charts IBALX vs RLBFX
Transamerica Multi-Managed Balanced A
Price$35.57
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IBALX vs RLBFX Comparison Chart in %
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IBALX vs. RLBFX commentary
Jul 07, 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: 252B vs. IBALX (1.43B). RLBFX pays higher dividends than IBALX: RLBFX (2.10) vs IBALX (1.51). 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 : 8.18 vs. IBALX (3.61). RLBFX return over 5 years is better than : 43.24 vs. IBALX (27.00).
| 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 | 5.855 | 8.222 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 252B | 1% |
| Annual Yield % from dividends | 1.51 | 2.10 | 72% |
| Returns for 1 year | 3.61 | 8.18 | 44% |
| Returns for 3 years | 27.19 | 36.13 | 75% |
| Returns for 5 years | 27.00 | 43.24 | 62% |
| Returns for 10 years | 52.37 | 68.15 | 77% |
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