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ITCTX vs RLBFX
ITCTX vs RLBFX Comparison
Open Charts ITCTX vs RLBFX
VY® T. Rowe Price Capital Apprec S2
Price$28.75
Change+$0.17 (+0.59%)
VolumeN/A
Net Assets6.66B
American Funds American Balanced R5
Price$35.91
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
ITCTX vs RLBFX Comparison Chart
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ITCTX vs. RLBFX commentary
Jun 07, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 243B vs. ITCTX (6.66B). ITCTX pays higher dividends than RLBFX: ITCTX (2.72) vs RLBFX (2.18). ITCTX was incepted earlier than RLBFX: ITCTX (23 years) vs RLBFX (23 years). ITCTX (1.05) is less costly to investors than RLBFX (0.29). ITCTX is a more actively managed with annual turnover of: 84.00 vs. RLBFX (44.00). ITCTX has a lower initial minimum investment than RLBFX: ITCTX (0) vs RLBFX (250). ITCTX annual gain was more profitable for investors over the last year : 8.34 vs. RLBFX (7.43). RLBFX return over 5 years is better than : 36.46 vs. ITCTX (2.28).
| ITCTX | RLBFX | ITCTX / RLBFX | |
| Total Expense Ratio | 1.05 | 0.29 | 362% |
| Annual Report Gross Expense Ratio | 1.05 | 0.29 | 362% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.326 | 4.819 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.66B | 243B | 3% |
| Annual Yield % from dividends | 2.72 | 2.18 | 125% |
| Returns for 1 year | 8.34 | 7.43 | 112% |
| Returns for 3 years | 1.91 | 23.09 | 8% |
| Returns for 5 years | 2.28 | 36.46 | 6% |
| Returns for 10 years | 11.27 | 62.07 | 18% |
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