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ITCSX vs RLBFX
ITCSX vs RLBFX Comparison
Open Charts ITCSX vs RLBFX
VY® T. Rowe Price Capital Apprec S
Price$27.19
Change+$0.21 (+0.78%)
VolumeN/A
Net Assets7B
American Funds American Balanced R5
Price$39.35
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
ITCSX vs RLBFX Comparison Chart in %
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ITCSX vs. RLBFX commentary
Oct 21, 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 ITCSX is a StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. ITCSX (7B). ITCSX pays higher dividends than RLBFX: ITCSX (2.43) vs RLBFX (2.00). ITCSX was incepted earlier than RLBFX: ITCSX (37 years) vs RLBFX (23 years). ITCSX (0.90) is less costly to investors than RLBFX (0.29). ITCSX is a more actively managed with annual turnover of: 84.00 vs. RLBFX (44.00). ITCSX has a lower initial minimum investment than RLBFX: ITCSX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. ITCSX (-4.60). RLBFX return over 5 years is better than : 43.90 vs. ITCSX (-1.58).
| ITCSX | RLBFX | ITCSX / RLBFX | |
| Total Expense Ratio | 0.90 | 0.29 | 310% |
| Annual Report Gross Expense Ratio | 0.90 | 0.29 | 310% |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | -4.067 | 14.890 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7B | 266B | 3% |
| Annual Yield % from dividends | 2.43 | 2.00 | 121% |
| Returns for 1 year | -4.60 | 9.05 | -51% |
| Returns for 3 years | 17.51 | 51.85 | 34% |
| Returns for 5 years | -1.58 | 43.90 | -4% |
| Returns for 10 years | 19.98 | 78.80 | 25% |
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