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IMDRX vs RLBFX
IMDRX vs RLBFX Comparison
Open Charts IMDRX vs RLBFX
Transamerica Asset Allocation Mod R
Price$12.79
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
IMDRX vs RLBFX Comparison Chart in %
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IMDRX vs. RLBFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. IMDRX (1.11B). RLBFX pays higher dividends than IMDRX: RLBFX (1.97) vs IMDRX (1.78). IMDRX was incepted earlier than RLBFX: IMDRX (19 years) vs RLBFX (24 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 : 9.32 vs. IMDRX (7.47). RLBFX return over 5 years is better than : 40.53 vs. IMDRX (13.28).
| 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 | 24 years | - |
| Gain YTD | 11.518 | 14.331 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 263B | 0% |
| Annual Yield % from dividends | 1.78 | 1.97 | 90% |
| Returns for 1 year | 7.47 | 9.32 | 80% |
| Returns for 3 years | 30.57 | 42.18 | 72% |
| Returns for 5 years | 13.28 | 40.53 | 33% |
| Returns for 10 years | 18.61 | 74.39 | 25% |
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