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ITCTX vs RLBFX
ITCTX vs RLBFX Comparison
Open Charts ITCTX vs RLBFX
VY® T. Rowe Price Capital Apprec S2
Price$29.29
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets6.79B
American Funds American Balanced R5
Price$36.57
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
ITCTX vs RLBFX Comparison Chart in %
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ITCTX vs. RLBFX commentary
Jun 28, 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: 249B vs. ITCTX (6.79B). 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 : 9.51 vs. RLBFX (7.90). RLBFX return over 5 years is better than : 44.86 vs. ITCTX (10.45).
| 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 | 5.676 | 7.138 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 249B | 3% |
| Annual Yield % from dividends | 2.72 | 2.18 | 125% |
| Returns for 1 year | 9.51 | 7.90 | 120% |
| Returns for 3 years | 10.92 | 35.14 | 31% |
| Returns for 5 years | 10.45 | 44.86 | 23% |
| Returns for 10 years | 13.84 | 67.01 | 21% |
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