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IMDRX vs RLBFX
IMDRX vs RLBFX Comparison
Open Charts IMDRX vs RLBFX
Transamerica Asset Allocation Mod R
Price$13.06
Change-$0.09 (-0.68%)
VolumeN/A
Net Assets1.13B
American Funds American Balanced R5
Price$39.82
Change-$0.50 (-1.24%)
VolumeN/A
Net Assets269.37B
IMDRX vs RLBFX Comparison Chart in %
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IMDRX vs. RLBFX commentary
Dec 14, 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. IMDRX (1.13B). RLBFX pays higher dividends than IMDRX: RLBFX (1.93) vs IMDRX (1.77). IMDRX was incepted earlier than RLBFX: IMDRX (20 years) vs RLBFX (24 years). IMDRX (1.33) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. IMDRX (17.00). IMDRX has a lower initial minimum investment than RLBFX: IMDRX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 10.93 vs. IMDRX (8.43). RLBFX return over 5 years is better than : 42.52 vs. IMDRX (13.67).
| IMDRX | RLBFX | IMDRX / RLBFX | |
| Total Expense Ratio | 1.33 | 0.29 | 459% |
| Annual Report Gross Expense Ratio | 1.33 | 0.29 | 459% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 14.747 | 18.535 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 269B | 0% |
| Annual Yield % from dividends | 1.77 | 1.93 | 92% |
| Returns for 1 year | 8.43 | 10.93 | 77% |
| Returns for 3 years | 32.55 | 45.02 | 72% |
| Returns for 5 years | 13.67 | 42.52 | 32% |
| Returns for 10 years | 24.76 | 84.17 | 29% |
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