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IBALX vs RLBFX
IBALX vs RLBFX Comparison
Open Charts IBALX vs RLBFX
Transamerica Multi-Managed Balanced A
Price$36.29
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.41
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
IBALX vs RLBFX Comparison Chart
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IBALX vs. RLBFX commentary
Dec 24, 2024
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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. IBALX (1.36B). RLBFX pays higher dividends than IBALX: RLBFX (2.50) vs IBALX (1.43). IBALX was incepted earlier than RLBFX: IBALX (30 years) vs RLBFX (23 years). 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). IBALX annual gain was more profitable for investors over the last year : 15.70 vs. RLBFX (10.52). RLBFX (31.65) and IBALX (30.15) have equivalent 5 years return.
| IBALX | RLBFX | IBALX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 15.083 | 9.899 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 236B | 1% |
| Annual Yield % from dividends | 1.43 | 2.50 | 57% |
| Returns for 1 year | 15.70 | 10.52 | 149% |
| Returns for 3 years | 9.39 | 10.16 | 92% |
| Returns for 5 years | 30.15 | 31.65 | 95% |
| Returns for 10 years | 53.15 | 53.78 | 99% |