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RLBBX vs TAAMX
RLBBX vs TAAMX Comparison
Open Charts RLBBX vs TAAMX
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Transamerica Asset Allocation Mod R3
Price$12.60
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.11B
RLBBX vs TAAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 256B vs. TAAMX (1.12B). TAAMX pays higher dividends than RLBBX: TAAMX (2.26) vs RLBBX (1.16). RLBBX was incepted earlier than TAAMX: RLBBX (23 years) vs TAAMX (3 years). RLBBX (1.32) is less costly to investors than TAAMX (1.15). RLBBX is a more actively managed with annual turnover of: 44.00 vs. TAAMX (17.00). TAAMX has a lower initial minimum investment than RLBBX: TAAMX (0) vs RLBBX (250). TAAMX annual gain was more profitable for investors over the last year : 8.36 vs. RLBBX (7.14).
| RLBBX | TAAMX | RLBBX / TAAMX | |
| Total Expense Ratio | 1.32 | 0.95 | 139% |
| Annual Report Gross Expense Ratio | 1.32 | 1.15 | 115% |
| Fund Existence | 23 years | 3 years | - |
| Gain YTD | 9.234 | 9.756 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.12B | 22,960% |
| Annual Yield % from dividends | 1.16 | 2.26 | 52% |
| Returns for 1 year | 7.14 | 8.36 | 85% |
| Returns for 3 years | 27.06 | 21.92 | 123% |
| Returns for 5 years | 33.77 | N/A | - |
| Returns for 10 years | 59.09 | N/A | - |
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