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IMDRX vs RLBFX
IMDRX vs RLBFX Comparison
Open Charts IMDRX vs RLBFX
Transamerica Asset Allocation Mod R
Price$12.24
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R5
Price$36.57
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
IMDRX vs RLBFX Comparison Chart in %
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IMDRX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 250B vs. IMDRX (1.11B). RLBFX pays higher dividends than IMDRX: RLBFX (2.18) vs IMDRX (1.94). 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 (7.90) and IMDRX (7.63) have marching annual gain over last year. RLBFX return over 5 years is better than : 44.86 vs. IMDRX (20.86).
| 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 | 6.806 | 7.138 | 95% |
| 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 | 2.18 | 89% |
| Returns for 1 year | 7.63 | 7.90 | 97% |
| Returns for 3 years | 25.54 | 35.14 | 73% |
| Returns for 5 years | 20.86 | 44.86 | 47% |
| Returns for 10 years | 12.24 | 67.01 | 18% |
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