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ITCTX vs RLBFX
ITCTX vs RLBFX Comparison
Open Charts ITCTX vs RLBFX
VY® T. Rowe Price Capital Apprec S2
Price$25.61
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets6.93B
American Funds American Balanced R5
Price$37.12
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
ITCTX vs RLBFX Comparison Chart in %
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ITCTX vs. RLBFX commentary
Aug 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 Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 253B vs. ITCTX (6.93B). ITCTX pays higher dividends than RLBFX: ITCTX (2.74) vs RLBFX (2.08). 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 : 11.75 vs. ITCTX (-1.16). RLBFX return over 5 years is better than : 38.32 vs. ITCTX (-2.81).
| 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 | -6.956 | 8.750 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93B | 253B | 3% |
| Annual Yield % from dividends | 2.74 | 2.08 | 132% |
| Returns for 1 year | -1.16 | 11.75 | -10% |
| Returns for 3 years | 3.88 | 31.94 | 12% |
| Returns for 5 years | -2.81 | 38.32 | -7% |
| Returns for 10 years | 11.76 | 66.67 | 18% |
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