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IBALX vs RLBAX
IBALX vs RLBAX Comparison
Open Charts IBALX vs RLBAX
Transamerica Multi-Managed Balanced A
Price$35.57
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
IBALX vs RLBAX Comparison Chart in %
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IBALX vs. RLBAX commentary
Jul 07, 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 IBALX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. IBALX (1.43B). IBALX pays higher dividends than RLBAX: IBALX (1.51) vs RLBAX (1.18). IBALX was incepted earlier than RLBAX: IBALX (31 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than IBALX (0.97). RLBAX is a more actively managed with annual turnover of: 44.00 vs. IBALX (41.00). RLBAX has a lower initial minimum investment than IBALX: RLBAX (250) vs IBALX (1000). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. IBALX (3.61). RLBAX return over 5 years is better than : 37.04 vs. IBALX (27.00).
| IBALX | RLBAX | IBALX / RLBAX | |
| Total Expense Ratio | 0.97 | 1.31 | 74% |
| Annual Report Gross Expense Ratio | 0.97 | 1.31 | 74% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 5.855 | 7.651 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 252B | 1% |
| Annual Yield % from dividends | 1.51 | 1.18 | 128% |
| Returns for 1 year | 3.61 | 7.00 | 52% |
| Returns for 3 years | 27.19 | 32.45 | 84% |
| Returns for 5 years | 27.00 | 37.04 | 73% |
| Returns for 10 years | 52.37 | 58.01 | 90% |
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