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IMDRX vs RLBCX
IMDRX vs RLBCX Comparison
Open Charts IMDRX vs RLBCX
Transamerica Asset Allocation Mod R
Price$12.24
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R3
Price$36.28
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets250.05B
IMDRX vs RLBCX Comparison Chart in %
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IMDRX vs. RLBCX commentary
Jun 30, 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: 250B vs. IMDRX (1.11B). 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). IMDRX annual gain was more profitable for investors over the last year : 7.63 vs. RLBCX (7.24). RLBCX return over 5 years is better than : 41.21 vs. IMDRX (20.86).
| 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 | 6.806 | 6.857 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 250B | 0% |
| Annual Yield % from dividends | 1.94 | 1.63 | 119% |
| Returns for 1 year | 7.63 | 7.24 | 105% |
| Returns for 3 years | 25.54 | 33.02 | 77% |
| Returns for 5 years | 20.86 | 41.21 | 51% |
| Returns for 10 years | 12.24 | 61.08 | 20% |
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