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IMDRX vs RLBGX
IMDRX vs RLBGX Comparison
Open Charts IMDRX vs RLBGX
Transamerica Asset Allocation Mod R
Price$12.55
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R6
Price$37.49
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
IMDRX vs RLBGX Comparison Chart in %
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IMDRX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 256B vs. IMDRX (1.12B). RLBGX pays higher dividends than IMDRX: RLBGX (2.13) vs IMDRX (1.87). IMDRX was incepted earlier than RLBGX: IMDRX (19 years) vs RLBGX (16 years). IMDRX (1.33) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. IMDRX (17.00). IMDRX has a lower initial minimum investment than RLBGX: IMDRX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 8.36 vs. IMDRX (7.93). RLBGX return over 5 years is better than : 40.09 vs. IMDRX (16.89).
| IMDRX | RLBGX | IMDRX / RLBGX | |
| Total Expense Ratio | 1.33 | 0.25 | 532% |
| Annual Report Gross Expense Ratio | 1.33 | 0.25 | 532% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 9.511 | 9.990 | 95% |
| 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 | 2.13 | 88% |
| Returns for 1 year | 7.93 | 8.36 | 95% |
| Returns for 3 years | 21.93 | 30.72 | 71% |
| Returns for 5 years | 16.89 | 40.09 | 42% |
| Returns for 10 years | 15.08 | 69.65 | 22% |
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