Interact to see
Advertisement
Advertisement
IMDRX vs RLBEX
IMDRX vs RLBEX Comparison
Open Charts IMDRX vs RLBEX
Transamerica Asset Allocation Mod R
Price$12.39
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R4
Price$37.05
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.82B
IMDRX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IMDRX vs. RLBEX commentary
Jul 31, 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: 254B vs. IMDRX (1.11B). IMDRX (1.88) and RLBEX (1.83) 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 : 9.03 vs. IMDRX (8.55). RLBEX return over 5 years is better than : 38.58 vs. IMDRX (17.49).
| 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 | 8.464 | 8.768 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 254B | 0% |
| Annual Yield % from dividends | 1.88 | 1.83 | 103% |
| Returns for 1 year | 8.55 | 9.03 | 95% |
| Returns for 3 years | 22.47 | 30.96 | 73% |
| Returns for 5 years | 17.49 | 38.58 | 45% |
| Returns for 10 years | 13.16 | 65.77 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement