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IMOAX vs RLBFX
IMOAX vs RLBFX Comparison
Open Charts IMOAX vs RLBFX
Transamerica Asset Allocation Mod A
Price$12.47
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R5
Price$37.19
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.82B
IMOAX vs RLBFX Comparison Chart in %
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IMOAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. IMOAX (1.11B). RLBFX pays higher dividends than IMOAX: RLBFX (2.10) vs IMOAX (1.88). IMOAX was incepted earlier than RLBFX: IMOAX (23 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 : 9.38 vs. IMOAX (8.70). RLBFX return over 5 years is better than : 40.41 vs. IMOAX (18.54).
| IMOAX | RLBFX | IMOAX / RLBFX | |
| Total Expense Ratio | 1.08 | 0.29 | 372% |
| Annual Report Gross Expense Ratio | 1.08 | 0.29 | 372% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.601 | 8.955 | 96% |
| 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 | 2.10 | 90% |
| Returns for 1 year | 8.70 | 9.38 | 93% |
| Returns for 3 years | 23.13 | 32.01 | 72% |
| Returns for 5 years | 18.54 | 40.41 | 46% |
| Returns for 10 years | 15.22 | 66.65 | 23% |
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