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ITCTX vs RLBCX
ITCTX vs RLBCX Comparison
Open Charts ITCTX vs RLBCX
VY® T. Rowe Price Capital Apprec S2
Price$27.12
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets6.35B
American Funds American Balanced R3
Price$33.14
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.57B
ITCTX vs RLBCX Comparison Chart
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ITCTX vs. RLBCX commentary
Apr 16, 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 ITCTX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 228B vs. ITCTX (6.35B). ITCTX pays higher dividends than RLBCX: ITCTX (2.80) vs RLBCX (1.69). ITCTX was incepted earlier than RLBCX: ITCTX (23 years) vs RLBCX (23 years). ITCTX (1.04) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. ITCTX (75.00). ITCTX has a lower initial minimum investment than RLBCX: ITCTX (0) vs RLBCX (250). ITCTX annual gain was more profitable for investors over the last year : 6.29 vs. RLBCX (3.29). RLBCX return over 5 years is better than : 33.46 vs. ITCTX (8.30).
| ITCTX | RLBCX | ITCTX / RLBCX | |
| Total Expense Ratio | 1.04 | 0.89 | 117% |
| Annual Report Gross Expense Ratio | 1.04 | 0.89 | 117% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -1.808 | -2.615 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.35B | 228B | 3% |
| Annual Yield % from dividends | 2.80 | 1.69 | 165% |
| Returns for 1 year | 6.29 | 3.29 | 191% |
| Returns for 3 years | -6.17 | 10.47 | -59% |
| Returns for 5 years | 8.30 | 33.46 | 25% |
| Returns for 10 years | 5.82 | 44.49 | 13% |
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