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ITCTX vs RLBFX
ITCTX vs RLBFX Comparison
Open Charts ITCTX vs RLBFX
VY® T. Rowe Price Capital Apprec S2
Price$26.37
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets7.05B
American Funds American Balanced R5
Price$39.00
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
ITCTX vs RLBFX Comparison Chart in %
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ITCTX vs. RLBFX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. ITCTX (7.05B). ITCTX pays higher dividends than RLBFX: ITCTX (2.70) vs RLBFX (2.00). 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). RLBFX annual gain was more profitable for investors over the last year : 10.30 vs. ITCTX (-3.19). RLBFX return over 5 years is better than : 44.24 vs. ITCTX (-1.69).
| 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 | -4.012 | 14.654 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.05B | 266B | 3% |
| Annual Yield % from dividends | 2.70 | 2.00 | 135% |
| Returns for 1 year | -3.19 | 10.30 | -31% |
| Returns for 3 years | 18.15 | 52.37 | 35% |
| Returns for 5 years | -1.69 | 44.24 | -4% |
| Returns for 10 years | 18.18 | 79.97 | 23% |
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