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ITRAX vs RLBAX
ITRAX vs RLBAX Comparison
Open Charts ITRAX vs RLBAX
VY® T. Rowe Price Capital Apprec A
Price$26.52
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets6.52B
American Funds American Balanced R1
Price$34.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.35B
ITRAX vs RLBAX Comparison Chart
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ITRAX vs. RLBAX commentary
May 10, 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 ITRAX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. ITRAX (6.52B). ITRAX pays higher dividends than RLBAX: ITRAX (1.37) vs RLBAX (1.28). ITRAX was incepted earlier than RLBAX: ITRAX (21 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than ITRAX (1.24). ITRAX is a more actively managed with annual turnover of: 84.00 vs. RLBAX (44.00). ITRAX has a lower initial minimum investment than RLBAX: ITRAX (0) vs RLBAX (250). ITRAX annual gain was more profitable for investors over the last year : 6.29 vs. RLBAX (3.43). RLBAX return over 5 years is better than : 32.37 vs. ITRAX (2.69).
| ITRAX | RLBAX | ITRAX / RLBAX | |
| Total Expense Ratio | 1.24 | 1.31 | 95% |
| Annual Report Gross Expense Ratio | 1.24 | 1.31 | 95% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 0.265 | 0.096 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.52B | 234B | 3% |
| Annual Yield % from dividends | 1.37 | 1.28 | 108% |
| Returns for 1 year | 6.29 | 3.43 | 184% |
| Returns for 3 years | 0.84 | 19.38 | 4% |
| Returns for 5 years | 2.69 | 32.37 | 8% |
| Returns for 10 years | 1.68 | 44.68 | 4% |