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IMOAX vs RLBFX
IMOAX vs RLBFX Comparison
Open Charts IMOAX vs RLBFX
Transamerica Asset Allocation Mod A
Price$12.83
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
IMOAX vs RLBFX Comparison Chart in %
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IMOAX 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 IMOAX is a Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. IMOAX (1.12B). RLBFX pays higher dividends than IMOAX: RLBFX (2.05) vs IMOAX (1.83). IMOAX was incepted earlier than RLBFX: IMOAX (24 years) vs RLBFX (23 years). IMOAX (1.08) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. IMOAX (17.00). RLBFX has a lower initial minimum investment than IMOAX: RLBFX (250) vs IMOAX (1000). RLBFX annual gain was more profitable for investors over the last year : 12.08 vs. IMOAX (9.64). RLBFX return over 5 years is better than : 42.44 vs. IMOAX (19.44).
| IMOAX | RLBFX | IMOAX / RLBFX | |
| Total Expense Ratio | 1.08 | 0.29 | 372% |
| Annual Report Gross Expense Ratio | 1.08 | 0.29 | 372% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 10.947 | 12.031 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| 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 | 9.64 | 12.08 | 80% |
| Returns for 3 years | 28.80 | 38.23 | 75% |
| Returns for 5 years | 19.44 | 42.44 | 46% |
| Returns for 10 years | 22.03 | 79.68 | 28% |
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