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ITRAX vs RLBFX
ITRAX vs RLBFX Comparison
Open Charts ITRAX vs RLBFX
VY® T. Rowe Price Capital Apprec A
Price$24.38
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets6.97B
American Funds American Balanced R5
Price$37.68
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
ITRAX vs RLBFX Comparison Chart in %
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ITRAX vs. RLBFX commentary
Sep 01, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 255B vs. ITRAX (6.97B). RLBFX pays higher dividends than ITRAX: RLBFX (2.05) vs ITRAX (1.40). ITRAX was incepted earlier than RLBFX: ITRAX (22 years) vs RLBFX (23 years). ITRAX (1.25) is less costly to investors than RLBFX (0.29). ITRAX is a more actively managed with annual turnover of: 84.00 vs. RLBFX (44.00). 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 : 8.03 vs. ITRAX (-5.21). RLBFX return over 5 years is better than : 38.60 vs. ITRAX (-7.08).
| ITRAX | RLBFX | ITRAX / RLBFX | |
| Total Expense Ratio | 1.25 | 0.29 | 431% |
| Annual Report Gross Expense Ratio | 1.25 | 0.29 | 431% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -7.136 | 10.390 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 255B | 3% |
| Annual Yield % from dividends | 1.40 | 2.05 | 69% |
| Returns for 1 year | -5.21 | 8.03 | -65% |
| Returns for 3 years | 6.18 | 37.24 | 17% |
| Returns for 5 years | -7.08 | 38.60 | -18% |
| Returns for 10 years | 12.06 | 79.68 | 15% |
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