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IMDRX vs RLBEX
IMDRX vs RLBEX Comparison
Open Charts IMDRX vs RLBEX
Transamerica Asset Allocation Mod R
Price$11.98
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.01B
American Funds American Balanced R4
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.93B
IMDRX vs RLBEX Comparison Chart
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IMDRX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 244B vs. IMDRX (1.01B). IMDRX (1.94) and RLBEX (1.90) 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 : 7.11 vs. IMDRX (5.61). RLBEX return over 5 years is better than : 34.72 vs. IMDRX (16.38).
| 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 | 4.538 | 4.698 | 97% |
| 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 | 1.90 | 102% |
| Returns for 1 year | 5.61 | 7.11 | 79% |
| Returns for 3 years | 16.07 | 22.20 | 72% |
| Returns for 5 years | 16.38 | 34.72 | 47% |
| Returns for 10 years | 9.76 | 61.31 | 16% |
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