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ITRAX vs RLBFX
ITRAX vs RLBFX Comparison
Open Charts ITRAX vs RLBFX
VY® T. Rowe Price Capital Apprec A
Price$24.72
Change-$0.13 (-0.52%)
VolumeN/A
Net Assets6.98B
American Funds American Balanced R5
Price$38.78
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
ITRAX vs RLBFX Comparison Chart in %
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ITRAX vs. RLBFX commentary
Nov 20, 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: 264B vs. ITRAX (6.98B). RLBFX pays higher dividends than ITRAX: RLBFX (1.97) vs ITRAX (1.37). ITRAX was incepted earlier than RLBFX: ITRAX (22 years) vs RLBFX (24 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 : 9.13 vs. ITRAX (-6.23). RLBFX return over 5 years is better than : 39.76 vs. ITRAX (-10.83).
| 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 | 24 years | - |
| Gain YTD | -5.841 | 14.008 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.98B | 264B | 3% |
| Annual Yield % from dividends | 1.37 | 1.97 | 70% |
| Returns for 1 year | -6.23 | 9.13 | -68% |
| Returns for 3 years | 8.80 | 41.78 | 21% |
| Returns for 5 years | -10.83 | 39.76 | -27% |
| Returns for 10 years | 6.86 | 73.89 | 9% |
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