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ITCSX vs RLBFX
ITCSX vs RLBFX Comparison
Open Charts ITCSX vs RLBFX
VY® T. Rowe Price Capital Apprec S
Price$27.40
Change-$0.33 (-1.19%)
VolumeN/A
Net Assets6.34B
American Funds American Balanced R5
Price$33.10
Change-$0.31 (-0.93%)
VolumeN/A
Net Assets227.6B
ITCSX vs RLBFX Comparison Chart
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ITCSX vs. RLBFX commentary
Apr 17, 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 ITCSX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 228B vs. ITCSX (6.34B). ITCSX pays higher dividends than RLBFX: ITCSX (2.51) vs RLBFX (2.26). ITCSX was incepted earlier than RLBFX: ITCSX (36 years) vs RLBFX (23 years). ITCSX (0.89) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. ITCSX (75.00). ITCSX has a lower initial minimum investment than RLBFX: ITCSX (0) vs RLBFX (250). ITCSX annual gain was more profitable for investors over the last year : 6.47 vs. RLBFX (3.90). RLBFX return over 5 years is better than : 36.91 vs. ITCSX (9.68).
| ITCSX | RLBFX | ITCSX / RLBFX | |
| Total Expense Ratio | 0.89 | 0.30 | 297% |
| Annual Report Gross Expense Ratio | 0.89 | 0.30 | 297% |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | -1.769 | -2.478 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 228B | 3% |
| Annual Yield % from dividends | 2.51 | 2.26 | 111% |
| Returns for 1 year | 6.47 | 3.90 | 166% |
| Returns for 3 years | -5.43 | 12.09 | -45% |
| Returns for 5 years | 9.68 | 36.91 | 26% |
| Returns for 10 years | 8.31 | 49.58 | 17% |
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