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ITRAX vs RLBCX
ITRAX vs RLBCX Comparison
Open Charts ITRAX vs RLBCX
VY® T. Rowe Price Capital Apprec A
Price$27.25
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets6.67B
American Funds American Balanced R3
Price$35.51
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
ITRAX vs RLBCX Comparison Chart
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ITRAX vs. RLBCX commentary
Jun 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: 244B vs. ITRAX (6.67B). RLBCX pays higher dividends than ITRAX: RLBCX (1.63) vs ITRAX (1.34). ITRAX was incepted earlier than RLBCX: ITRAX (21 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 : 8.25 vs. RLBCX (6.62). RLBCX return over 5 years is better than : 32.84 vs. ITRAX (-1.29).
| ITRAX | RLBCX | ITRAX / RLBCX | |
| Total Expense Ratio | 1.25 | 0.89 | 140% |
| Annual Report Gross Expense Ratio | 1.25 | 0.89 | 140% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 3.409 | 4.466 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.67B | 244B | 3% |
| Annual Yield % from dividends | 1.34 | 1.63 | 82% |
| Returns for 1 year | 8.25 | 6.62 | 125% |
| Returns for 3 years | 0.40 | 22.09 | 2% |
| Returns for 5 years | -1.29 | 32.84 | -4% |
| Returns for 10 years | 5.01 | 56.35 | 9% |
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