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$29.39
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets6.69B
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ITCSX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ITCSX vs. RLBFX commentary
Jun 15, 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: 244B vs. ITCSX (6.69B). ITCSX pays higher dividends than RLBFX: ITCSX (2.44) vs RLBFX (2.18). 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 : 8.62 vs. RLBFX (5.61). RLBFX return over 5 years is better than : 40.09 vs. ITCSX (8.29).
| 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 | 3.962 | 4.560 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.69B | 244B | 3% |
| Annual Yield % from dividends | 2.44 | 2.18 | 112% |
| Returns for 1 year | 8.62 | 5.61 | 154% |
| Returns for 3 years | 11.84 | 33.66 | 35% |
| Returns for 5 years | 8.29 | 40.09 | 21% |
| Returns for 10 years | 14.02 | 60.51 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement