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IMDRX vs RLBBX
IMDRX vs RLBBX Comparison
Open Charts IMDRX vs RLBBX
Transamerica Asset Allocation Mod R
Price$12.33
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IMDRX vs RLBBX Comparison Chart in %
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IMDRX vs. RLBBX commentary
Jul 08, 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: 252B vs. IMDRX (1.11B). IMDRX pays higher dividends than RLBBX: IMDRX (1.88) vs RLBBX (1.17). 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 : 7.95 vs. RLBBX (7.05). RLBBX return over 5 years is better than : 37.07 vs. IMDRX (19.57).
| 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 | 7.592 | 7.674 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 252B | 0% |
| Annual Yield % from dividends | 1.88 | 1.17 | 160% |
| Returns for 1 year | 7.95 | 7.05 | 113% |
| Returns for 3 years | 26.34 | 32.48 | 81% |
| Returns for 5 years | 19.57 | 37.07 | 53% |
| Returns for 10 years | 13.15 | 58.03 | 23% |
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