Interact to see
Advertisement
Advertisement
IMDRX vs RLBCX
IMDRX vs RLBCX Comparison
Open Charts IMDRX vs RLBCX
Transamerica Asset Allocation Mod R
Price$12.79
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R3
Price$38.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
IMDRX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IMDRX vs. RLBCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. IMDRX (1.11B). IMDRX pays higher dividends than RLBCX: IMDRX (1.78) vs RLBCX (1.46). 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 : 8.62 vs. IMDRX (7.47). RLBCX return over 5 years is better than : 36.95 vs. IMDRX (13.28).
| 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 | 11.518 | 13.744 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 263B | 0% |
| Annual Yield % from dividends | 1.78 | 1.46 | 121% |
| Returns for 1 year | 7.47 | 8.62 | 87% |
| Returns for 3 years | 30.57 | 39.76 | 77% |
| Returns for 5 years | 13.28 | 36.95 | 36% |
| Returns for 10 years | 18.61 | 67.89 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement