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ITRAX vs RLBFX
ITRAX vs RLBFX Comparison
Open Charts ITRAX vs RLBFX
VY® T. Rowe Price Capital Apprec A
Price$26.52
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets6.52B
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
ITRAX vs RLBFX Comparison Chart
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ITRAX vs. RLBFX commentary
May 10, 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: 234B vs. ITRAX (6.52B). RLBFX pays higher dividends than ITRAX: RLBFX (2.26) vs ITRAX (1.37). ITRAX was incepted earlier than RLBFX: ITRAX (21 years) vs RLBFX (23 years). ITRAX (1.24) 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 : 6.35 vs. RLBFX (4.53). RLBFX return over 5 years is better than : 38.35 vs. ITRAX (3.16).
| ITRAX | RLBFX | ITRAX / RLBFX | |
| Total Expense Ratio | 1.24 | 0.29 | 428% |
| Annual Report Gross Expense Ratio | 1.24 | 0.29 | 428% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 0.720 | 0.441 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.52B | 234B | 3% |
| Annual Yield % from dividends | 1.37 | 2.26 | 61% |
| Returns for 1 year | 6.35 | 4.53 | 140% |
| Returns for 3 years | 0.92 | 22.43 | 4% |
| Returns for 5 years | 3.16 | 38.35 | 8% |
| Returns for 10 years | 2.21 | 53.51 | 4% |