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ITRAX vs RLBCX
ITRAX vs RLBCX Comparison
Open Charts ITRAX vs RLBCX
VY® T. Rowe Price Capital Apprec A
Price$28.10
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets6.85B
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ITRAX vs RLBCX Comparison Chart in %
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ITRAX vs. RLBCX commentary
Jul 06, 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: 252B vs. ITRAX (6.85B). RLBCX pays higher dividends than ITRAX: RLBCX (1.57) vs ITRAX (1.30). ITRAX was incepted earlier than RLBCX: ITRAX (22 years) vs RLBCX (23 years). ITRAX (1.25) 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 : 10.00 vs. RLBCX (7.52). RLBCX return over 5 years is better than : 39.59 vs. ITRAX (4.23).
| ITRAX | RLBCX | ITRAX / RLBCX | |
| Total Expense Ratio | 1.25 | 0.89 | 140% |
| Annual Report Gross Expense Ratio | 1.25 | 0.89 | 140% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.439 | 7.917 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.85B | 252B | 3% |
| Annual Yield % from dividends | 1.30 | 1.57 | 83% |
| Returns for 1 year | 10.00 | 7.52 | 133% |
| Returns for 3 years | 8.98 | 34.01 | 26% |
| Returns for 5 years | 4.23 | 39.59 | 11% |
| Returns for 10 years | 7.72 | 62.14 | 12% |
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