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IMDRX vs RLEFX
IMDRX vs RLEFX Comparison
Open Charts IMDRX vs RLEFX
Transamerica Asset Allocation Mod R
Price$12.55
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
IMDRX vs RLEFX Comparison Chart in %
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IMDRX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. IMDRX (1.12B). RLEFX pays higher dividends than IMDRX: RLEFX (2.00) vs IMDRX (1.87). IMDRX was incepted earlier than RLEFX: IMDRX (19 years) vs RLEFX (10 years). IMDRX (1.33) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. IMDRX (17.00). IMDRX has a lower initial minimum investment than RLEFX: IMDRX (0) vs RLEFX (250). RLEFX (8.15) and IMDRX (7.93) have marching annual gain over last year. RLEFX return over 5 years is better than : 39.18 vs. IMDRX (16.89).
| IMDRX | RLEFX | IMDRX / RLEFX | |
| Total Expense Ratio | 1.33 | 0.39 | 341% |
| Annual Report Gross Expense Ratio | 1.33 | 0.39 | 341% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 9.511 | 9.867 | 96% |
| 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 | 2.00 | 93% |
| Returns for 1 year | 7.93 | 8.15 | 97% |
| Returns for 3 years | 21.93 | 30.19 | 73% |
| Returns for 5 years | 16.89 | 39.18 | 43% |
| Returns for 10 years | 15.08 | N/A | - |
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