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ITRAX vs RLBFX
ITRAX vs RLBFX Comparison
Open Charts ITRAX vs RLBFX
VY® T. Rowe Price Capital Apprec A
Price$26.85
Change-$0.25 (-0.92%)
VolumeN/A
Net Assets6.66B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
ITRAX vs RLBFX Comparison Chart
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ITRAX vs. RLBFX commentary
Feb 23, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. ITRAX (6.66B). RLBFX pays higher dividends than ITRAX: RLBFX (2.50) vs ITRAX (0.52). ITRAX was incepted earlier than RLBFX: ITRAX (21 years) vs RLBFX (23 years). ITRAX has a lower initial minimum investment than RLBFX: ITRAX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 9.54 vs. ITRAX (9.02). RLBFX return over 5 years is better than : 31.70 vs. ITRAX (-2.68).
| ITRAX | RLBFX | ITRAX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 1.705 | 2.908 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.66B | 242B | 3% |
| Annual Yield % from dividends | 0.52 | 2.50 | 21% |
| Returns for 1 year | 9.02 | 9.54 | 95% |
| Returns for 3 years | -4.56 | 18.32 | -25% |
| Returns for 5 years | -2.68 | 31.70 | -8% |
| Returns for 10 years | 3.49 | 55.11 | 6% |
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