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ITRAX vs RLEFX
ITRAX vs RLEFX Comparison
Open Charts ITRAX vs RLEFX
VY® T. Rowe Price Capital Apprec A
Price$27.17
Change+$0.09 (+0.33%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.92
Change+$0.08 (+0.22%)
VolumeN/A
CapitalizationN/A
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ITRAX vs RLEFX Comparison Chart
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ITRAX vs. RLEFX commentary
Nov 10, 2024
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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. ITRAX (6.76B). RLEFX pays higher dividends than ITRAX: RLEFX (2.42) vs ITRAX (0.52). ITRAX was incepted earlier than RLEFX: ITRAX (21 years) vs RLEFX (9 years). ITRAX has a lower initial minimum investment than RLEFX: ITRAX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 27.13 vs. ITRAX (22.15). RLEFX return over 5 years is better than : 40.33 vs. ITRAX (4.56).
| ITRAX | RLEFX | ITRAX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 12.849 | 16.773 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.76B | 241B | 3% |
| Annual Yield % from dividends | 0.52 | 2.42 | 21% |
| Returns for 1 year | 22.15 | 27.13 | 82% |
| Returns for 3 years | -9.60 | 13.24 | -72% |
| Returns for 5 years | 4.56 | 40.33 | 11% |
| Returns for 10 years | 8.02 | N/A | - |