Ad is loading...
ITRAX vs RLBFX
ITRAX vs RLBFX Comparison
Open Charts ITRAX vs RLBFX
VY® T. Rowe Price Capital Apprec A
Price$26.85
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets6.7B
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
ITRAX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ITRAX vs. RLBFX commentary
Jan 19, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. ITRAX (6.7B). 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). ITRAX annual gain was more profitable for investors over the last year : 13.38 vs. RLBFX (12.61). RLBFX return over 5 years is better than : 31.46 vs. ITRAX (-2.24).
| 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 | 1.948 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 240B | 3% |
| Annual Yield % from dividends | 0.52 | 2.50 | 21% |
| Returns for 1 year | 13.38 | 12.61 | 106% |
| Returns for 3 years | -7.46 | 13.10 | -57% |
| Returns for 5 years | -2.24 | 31.46 | -7% |
| Returns for 10 years | 7.62 | 58.66 | 13% |
View a ticker or compare two or three
VS
VS
Ad is loading...