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ITRAX vs RLBCX
ITRAX vs RLBCX Comparison
Open Charts ITRAX vs RLBCX
VY® T. Rowe Price Capital Apprec A
Price$26.52
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets6.52B
American Funds American Balanced R3
Price$34.11
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
ITRAX vs RLBCX Comparison Chart
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ITRAX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. ITRAX (6.52B). RLBCX pays higher dividends than ITRAX: RLBCX (1.70) vs ITRAX (1.37). ITRAX was incepted earlier than RLBCX: ITRAX (21 years) vs RLBCX (23 years). ITRAX (1.24) is less costly to investors than RLBCX (0.89). ITRAX is a more actively managed with annual turnover of: 84.00 vs. RLBCX (44.00). ITRAX has a lower initial minimum investment than RLBCX: ITRAX (0) vs RLBCX (250). ITRAX annual gain was more profitable for investors over the last year : 6.29 vs. RLBCX (3.86). RLBCX return over 5 years is better than : 34.81 vs. ITRAX (2.69).
| ITRAX | RLBCX | ITRAX / RLBCX | |
| Total Expense Ratio | 1.24 | 0.89 | 139% |
| Annual Report Gross Expense Ratio | 1.24 | 0.89 | 139% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 0.265 | 0.235 | 113% |
| 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 | 1.70 | 81% |
| Returns for 1 year | 6.29 | 3.86 | 163% |
| Returns for 3 years | 0.84 | 20.64 | 4% |
| Returns for 5 years | 2.69 | 34.81 | 8% |
| Returns for 10 years | 1.68 | 48.19 | 3% |
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