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IMDRX vs RLBEX
IMDRX vs RLBEX Comparison
Open Charts IMDRX vs RLBEX
Transamerica Asset Allocation Mod R
Price$12.75
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets1.12B
American Funds American Balanced R4
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
IMDRX vs RLBEX Comparison Chart in %
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IMDRX vs. RLBEX commentary
Sep 09, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 259B vs. IMDRX (1.12B). IMDRX (1.83) and RLBEX (1.79) have matching dividends . IMDRX was incepted earlier than RLBEX: IMDRX (19 years) vs RLBEX (23 years). IMDRX (1.33) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. IMDRX (17.00). IMDRX has a lower initial minimum investment than RLBEX: IMDRX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 11.27 vs. IMDRX (9.32). RLBEX return over 5 years is better than : 40.07 vs. IMDRX (18.29).
| IMDRX | RLBEX | IMDRX / RLBEX | |
| Total Expense Ratio | 1.33 | 0.59 | 225% |
| Annual Report Gross Expense Ratio | 1.33 | 0.59 | 225% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 10.733 | 11.352 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 259B | 0% |
| Annual Yield % from dividends | 1.83 | 1.79 | 103% |
| Returns for 1 year | 9.32 | 11.27 | 83% |
| Returns for 3 years | 28.03 | 36.59 | 77% |
| Returns for 5 years | 18.29 | 40.07 | 46% |
| Returns for 10 years | 19.80 | 77.97 | 25% |
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