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ITCTX vs RLBFX
ITCTX vs RLBFX Comparison
Open Charts ITCTX vs RLBFX
VY® T. Rowe Price Capital Apprec S2
Price$27.12
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets6.35B
American Funds American Balanced R5
Price$33.41
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.57B
ITCTX vs RLBFX Comparison Chart
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ITCTX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 228B vs. ITCTX (6.35B). ITCTX pays higher dividends than RLBFX: ITCTX (2.80) vs RLBFX (2.26). ITCTX was incepted earlier than RLBFX: ITCTX (23 years) vs RLBFX (23 years). ITCTX (1.04) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. ITCTX (75.00). 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 : 6.29 vs. RLBFX (3.90). RLBFX return over 5 years is better than : 36.91 vs. ITCTX (8.30).
| ITCTX | RLBFX | ITCTX / RLBFX | |
| Total Expense Ratio | 1.04 | 0.30 | 347% |
| Annual Report Gross Expense Ratio | 1.04 | 0.30 | 347% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -1.808 | -2.478 | 73% |
| 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 | 2.26 | 124% |
| Returns for 1 year | 6.29 | 3.90 | 161% |
| Returns for 3 years | -6.17 | 12.09 | -51% |
| Returns for 5 years | 8.30 | 36.91 | 22% |
| Returns for 10 years | 5.82 | 49.58 | 12% |
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