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IBALX vs RLBFX
IBALX vs RLBFX Comparison
Open Charts IBALX vs RLBFX
Transamerica Multi-Managed Balanced A
Price$34.46
Change-$0.31 (-0.89%)
VolumeN/A
Net Assets1.4B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
IBALX vs RLBFX Comparison Chart
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IBALX vs. RLBFX commentary
Feb 24, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. IBALX (1.4B). 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). RLBFX annual gain was more profitable for investors over the last year : 9.54 vs. IBALX (5.95). RLBFX return over 5 years is better than : 31.70 vs. IBALX (19.38).
| 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 | 1.712 | 2.908 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 242B | 1% |
| Annual Yield % from dividends | 1.43 | 2.50 | 57% |
| Returns for 1 year | 5.95 | 9.54 | 62% |
| Returns for 3 years | 10.38 | 18.32 | 57% |
| Returns for 5 years | 19.38 | 31.70 | 61% |
| Returns for 10 years | 43.23 | 55.11 | 78% |
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