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ITCTX vs RLBEX
ITCTX vs RLBEX Comparison
Open Charts ITCTX vs RLBEX
VY® T. Rowe Price Capital Apprec S2
Price$27.12
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets6.35B
American Funds American Balanced R4
Price$33.29
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.57B
ITCTX vs RLBEX Comparison Chart
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ITCTX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 228B vs. ITCTX (6.35B). ITCTX pays higher dividends than RLBEX: ITCTX (2.80) vs RLBEX (1.97). ITCTX was incepted earlier than RLBEX: ITCTX (23 years) vs RLBEX (23 years). ITCTX (1.04) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. ITCTX (75.00). ITCTX has a lower initial minimum investment than RLBEX: ITCTX (0) vs RLBEX (250). ITCTX annual gain was more profitable for investors over the last year : 6.29 vs. RLBEX (3.57). RLBEX return over 5 years is better than : 35.13 vs. ITCTX (8.30).
| ITCTX | RLBEX | ITCTX / RLBEX | |
| Total Expense Ratio | 1.04 | 0.60 | 173% |
| Annual Report Gross Expense Ratio | 1.04 | 0.60 | 173% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -1.808 | -2.561 | 71% |
| 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 | 1.97 | 142% |
| Returns for 1 year | 6.29 | 3.57 | 176% |
| Returns for 3 years | -6.17 | 11.27 | -55% |
| Returns for 5 years | 8.30 | 35.13 | 24% |
| Returns for 10 years | 5.82 | 48.86 | 12% |