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IMDRX vs RLBFX
IMDRX vs RLBFX Comparison
Open Charts IMDRX vs RLBFX
Transamerica Asset Allocation Mod R
Price$12.75
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets1.12B
American Funds American Balanced R5
Price$38.24
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets259.11B
IMDRX vs RLBFX Comparison Chart in %
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IMDRX vs. RLBFX commentary
Sep 09, 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: 259B vs. IMDRX (1.12B). RLBFX pays higher dividends than IMDRX: RLBFX (2.05) vs IMDRX (1.83). 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 : 12.08 vs. IMDRX (9.32). RLBFX return over 5 years is better than : 42.44 vs. IMDRX (18.29).
| 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 | 10.733 | 12.031 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 259B | 0% |
| Annual Yield % from dividends | 1.83 | 2.05 | 90% |
| Returns for 1 year | 9.32 | 12.08 | 77% |
| Returns for 3 years | 28.03 | 38.23 | 73% |
| Returns for 5 years | 18.29 | 42.44 | 43% |
| Returns for 10 years | 19.80 | 79.68 | 25% |
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