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ITRAX vs RLBFX
ITRAX vs RLBFX Comparison
Open Charts ITRAX vs RLBFX
VY® T. Rowe Price Capital Apprec A
Price$27.25
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets6.67B
American Funds American Balanced R5
Price$35.83
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
ITRAX vs RLBFX Comparison Chart
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ITRAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 244B vs. ITRAX (6.67B). RLBFX pays higher dividends than ITRAX: RLBFX (2.18) vs ITRAX (1.34). ITRAX was incepted earlier than RLBFX: ITRAX (21 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). ITRAX annual gain was more profitable for investors over the last year : 8.25 vs. RLBFX (7.28). RLBFX return over 5 years is better than : 36.31 vs. ITRAX (-1.29).
| ITRAX | RLBFX | ITRAX / RLBFX | |
| Total Expense Ratio | 1.25 | 0.29 | 431% |
| Annual Report Gross Expense Ratio | 1.25 | 0.29 | 431% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 3.409 | 4.702 | 72% |
| 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 | 2.18 | 61% |
| Returns for 1 year | 8.25 | 7.28 | 113% |
| Returns for 3 years | 0.40 | 23.88 | 2% |
| Returns for 5 years | -1.29 | 36.31 | -4% |
| Returns for 10 years | 5.01 | 61.89 | 8% |
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