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IMOAX vs RLBEX
IMOAX vs RLBEX Comparison
Open Charts IMOAX vs RLBEX
Transamerica Asset Allocation Mod A
Price$12.47
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R4
Price$37.05
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.82B
IMOAX vs RLBEX Comparison Chart in %
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IMOAX vs. RLBEX 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 IMOAX is a Hold and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. IMOAX (1.11B). IMOAX (1.88) and RLBEX (1.83) have matching dividends . IMOAX was incepted earlier than RLBEX: IMOAX (23 years) vs RLBEX (23 years). IMOAX (1.08) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. IMOAX (17.00). RLBEX has a lower initial minimum investment than IMOAX: RLBEX (250) vs IMOAX (1000). RLBEX (9.03) and IMOAX (8.70) have marching annual gain over last year. RLBEX return over 5 years is better than : 38.58 vs. IMOAX (18.54).
| IMOAX | RLBEX | IMOAX / RLBEX | |
| Total Expense Ratio | 1.08 | 0.59 | 183% |
| Annual Report Gross Expense Ratio | 1.08 | 0.59 | 183% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.601 | 8.768 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 254B | 0% |
| Annual Yield % from dividends | 1.88 | 1.83 | 103% |
| Returns for 1 year | 8.70 | 9.03 | 96% |
| Returns for 3 years | 23.13 | 30.96 | 75% |
| Returns for 5 years | 18.54 | 38.58 | 48% |
| Returns for 10 years | 15.22 | 65.77 | 23% |
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