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RLBAX vs TBLRX
RLBAX vs TBLRX Comparison
Open Charts RLBAX vs TBLRX
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Transamerica Balanced II R
Price$12.34
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets69.84M
RLBAX vs TBLRX Comparison Chart in %
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RLBAX vs. TBLRX commentary
Jul 06, 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 RLBAX is a Buy and TBLRX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. TBLRX (69.8M). TBLRX pays higher dividends than RLBAX: TBLRX (1.40) vs RLBAX (1.18). RLBAX was incepted earlier than TBLRX: RLBAX (23 years) vs TBLRX (31 years). RLBAX (1.31) is less costly to investors than TBLRX (1.11). RLBAX is a more actively managed with annual turnover of: 44.00 vs. TBLRX (38.00). TBLRX has a lower initial minimum investment than RLBAX: TBLRX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. TBLRX (-2.62). RLBAX return over 5 years is better than : 37.04 vs. TBLRX (14.68).
| RLBAX | TBLRX | RLBAX / TBLRX | |
| Total Expense Ratio | 1.31 | 1.10 | 119% |
| Annual Report Gross Expense Ratio | 1.31 | 1.11 | 118% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 7.651 | 5.910 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 69.8M | 361,032% |
| Annual Yield % from dividends | 1.18 | 1.40 | 84% |
| Returns for 1 year | 7.00 | -2.62 | -267% |
| Returns for 3 years | 32.45 | 17.18 | 189% |
| Returns for 5 years | 37.04 | 14.68 | 252% |
| Returns for 10 years | 58.01 | 37.40 | 155% |
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