Interact to see
Advertisement
Advertisement
IMDRX vs RLBFX
IMDRX vs RLBFX Comparison
Open Charts IMDRX vs RLBFX
Transamerica Asset Allocation Mod R
Price$12.39
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R5
Price$37.19
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.82B
IMDRX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IMDRX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. IMDRX (1.11B). RLBFX pays higher dividends than IMDRX: RLBFX (2.10) vs IMDRX (1.88). IMDRX was incepted earlier than RLBFX: IMDRX (19 years) vs RLBFX (23 years). IMDRX (1.33) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. IMDRX (17.00). IMDRX has a lower initial minimum investment than RLBFX: IMDRX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 9.38 vs. IMDRX (8.55). RLBFX return over 5 years is better than : 40.41 vs. IMDRX (17.49).
| IMDRX | RLBFX | IMDRX / RLBFX | |
| Total Expense Ratio | 1.33 | 0.29 | 459% |
| Annual Report Gross Expense Ratio | 1.33 | 0.29 | 459% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 8.464 | 8.955 | 95% |
| 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 | 2.10 | 90% |
| Returns for 1 year | 8.55 | 9.38 | 91% |
| Returns for 3 years | 22.47 | 32.01 | 70% |
| Returns for 5 years | 17.49 | 40.41 | 43% |
| Returns for 10 years | 13.16 | 66.65 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement