Interact to see
Advertisement
Advertisement
IMDRX vs RLBCX
IMDRX vs RLBCX Comparison
Open Charts IMDRX vs RLBCX
Transamerica Asset Allocation Mod R
Price$11.98
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.01B
American Funds American Balanced R3
Price$35.58
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.93B
IMDRX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IMDRX vs. RLBCX commentary
Jun 08, 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 IMDRX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 244B vs. IMDRX (1.01B). IMDRX pays higher dividends than RLBCX: IMDRX (1.94) vs RLBCX (1.63). IMDRX was incepted earlier than RLBCX: IMDRX (19 years) vs RLBCX (23 years). IMDRX (1.33) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. IMDRX (17.00). IMDRX has a lower initial minimum investment than RLBCX: IMDRX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 6.77 vs. IMDRX (5.61). RLBCX return over 5 years is better than : 32.95 vs. IMDRX (16.38).
| IMDRX | RLBCX | IMDRX / RLBCX | |
| Total Expense Ratio | 1.33 | 0.89 | 149% |
| Annual Report Gross Expense Ratio | 1.33 | 0.89 | 149% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 4.538 | 4.555 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 244B | 0% |
| Annual Yield % from dividends | 1.94 | 1.63 | 119% |
| Returns for 1 year | 5.61 | 6.77 | 83% |
| Returns for 3 years | 16.07 | 21.28 | 76% |
| Returns for 5 years | 16.38 | 32.95 | 50% |
| Returns for 10 years | 9.76 | 56.45 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NBMRX | 25.15 | 0.15 | +0.60% |
| Neuberger Berman M/C Intrinsic Val R6 | |||
| SGMIX | 10.74 | 0.04 | +0.37% |
| SEI Global Managed Volatility I (SIMT) | |||
| PJRQX | 8.95 | 0.01 | +0.11% |
| PGIM Quant Solutions International Eq R6 | |||
| DISVX | 27.19 | 0.01 | +0.04% |
| DFA International Small Cap Value I | |||
| FGDAX | 36.89 | -0.98 | -2.59% |
| Fidelity Advisor Gold A | |||