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IMOAX vs RLBBX
IMOAX vs RLBBX Comparison
Open Charts IMOAX vs RLBBX
Transamerica Asset Allocation Mod A
Price$12.40
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.11B
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IMOAX vs RLBBX Comparison Chart in %
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IMOAX 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 IMOAX is a Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. IMOAX (1.11B). IMOAX pays higher dividends than RLBBX: IMOAX (1.88) vs RLBBX (1.17). IMOAX was incepted earlier than RLBBX: IMOAX (23 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than IMOAX (1.08). RLBBX is a more actively managed with annual turnover of: 44.00 vs. IMOAX (17.00). RLBBX has a lower initial minimum investment than IMOAX: RLBBX (250) vs IMOAX (1000). IMOAX annual gain was more profitable for investors over the last year : 8.20 vs. RLBBX (7.05). RLBBX return over 5 years is better than : 37.07 vs. IMOAX (20.74).
| IMOAX | RLBBX | IMOAX / RLBBX | |
| Total Expense Ratio | 1.08 | 1.32 | 82% |
| Annual Report Gross Expense Ratio | 1.08 | 1.32 | 82% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 7.732 | 7.674 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| 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 | 8.20 | 7.05 | 116% |
| Returns for 3 years | 27.14 | 32.48 | 84% |
| Returns for 5 years | 20.74 | 37.07 | 56% |
| Returns for 10 years | 15.20 | 58.03 | 26% |
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