Interact to see
Advertisement
Advertisement
IMDRX vs RLBBX
IMDRX vs RLBBX Comparison
Open Charts IMDRX vs RLBBX
Transamerica Asset Allocation Mod R
Price$12.55
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
IMDRX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IMDRX vs. RLBBX commentary
Aug 18, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 256B vs. IMDRX (1.12B). IMDRX pays higher dividends than RLBBX: IMDRX (1.87) vs RLBBX (1.16). IMDRX was incepted earlier than RLBBX: IMDRX (19 years) vs RLBBX (23 years). IMDRX (1.33) and RLBBX (1.32) have similar cost to investors . RLBBX is a more actively managed with annual turnover of: 44.00 vs. IMDRX (17.00). IMDRX has a lower initial minimum investment than RLBBX: IMDRX (0) vs RLBBX (250). IMDRX annual gain was more profitable for investors over the last year : 7.93 vs. RLBBX (7.14). RLBBX return over 5 years is better than : 33.77 vs. IMDRX (16.89).
| IMDRX | RLBBX | IMDRX / RLBBX | |
| Total Expense Ratio | 1.33 | 1.32 | 101% |
| Annual Report Gross Expense Ratio | 1.33 | 1.32 | 101% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 9.511 | 9.234 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 256B | 0% |
| Annual Yield % from dividends | 1.87 | 1.16 | 160% |
| Returns for 1 year | 7.93 | 7.14 | 111% |
| Returns for 3 years | 21.93 | 27.06 | 81% |
| Returns for 5 years | 16.89 | 33.77 | 50% |
| Returns for 10 years | 15.08 | 59.09 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement