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IMDRX vs RLBEX
IMDRX vs RLBEX Comparison
Open Charts IMDRX vs RLBEX
Transamerica Asset Allocation Mod R
Price$12.24
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R4
Price$36.45
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets250.05B
IMDRX vs RLBEX Comparison Chart in %
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IMDRX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 250B vs. IMDRX (1.11B). 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). IMDRX (7.63) and RLBEX (7.61) have marching annual gain over last year. RLBEX return over 5 years is better than : 43.01 vs. IMDRX (20.86).
| 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 | 6.806 | 7.007 | 97% |
| 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 | 1.90 | 102% |
| Returns for 1 year | 7.63 | 7.61 | 100% |
| Returns for 3 years | 25.54 | 34.11 | 75% |
| Returns for 5 years | 20.86 | 43.01 | 49% |
| Returns for 10 years | 12.24 | 66.14 | 18% |
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