Interact to see
Advertisement
Advertisement
ITCSX vs RLBFX
ITCSX vs RLBFX Comparison
Open Charts ITCSX vs RLBFX
VY® T. Rowe Price Capital Apprec S
Price$28.84
Change-$0.29 (-1.00%)
VolumeN/A
Net Assets6.65B
American Funds American Balanced R5
Price$34.94
Change-$0.40 (-1.13%)
VolumeN/A
Net Assets240.4B
ITCSX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ITCSX vs. RLBFX commentary
May 22, 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: 240B vs. ITCSX (6.65B). 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 (0.90) is less costly to investors than RLBFX (0.29). ITCSX is a more actively managed with annual turnover of: 84.00 vs. RLBFX (44.00). 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 : 7.66 vs. RLBFX (4.59). RLBFX return over 5 years is better than : 39.65 vs. ITCSX (9.65).
| ITCSX | RLBFX | ITCSX / RLBFX | |
| Total Expense Ratio | 0.90 | 0.29 | 310% |
| Annual Report Gross Expense Ratio | 0.90 | 0.29 | 310% |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | 3.042 | 1.988 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.65B | 240B | 3% |
| Annual Yield % from dividends | 2.51 | 2.26 | 111% |
| Returns for 1 year | 7.66 | 4.59 | 167% |
| Returns for 3 years | 6.90 | 24.32 | 28% |
| Returns for 5 years | 9.65 | 39.65 | 24% |
| Returns for 10 years | 12.15 | 54.88 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement