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ITCSX vs RLBFX
ITCSX vs RLBFX Comparison
Open Charts ITCSX vs RLBFX
VY® T. Rowe Price Capital Apprec S
Price$26.57
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets7B
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ITCSX vs RLBFX Comparison Chart in %
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ITCSX vs. RLBFX commentary
Aug 17, 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. ITCSX (7B). ITCSX pays higher dividends than RLBFX: ITCSX (2.46) vs RLBFX (2.08). 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 : 8.29 vs. ITCSX (-2.91). RLBFX return over 5 years is better than : 39.76 vs. ITCSX (-0.29).
| 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 | -5.525 | 9.922 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7B | 256B | 3% |
| Annual Yield % from dividends | 2.46 | 2.08 | 119% |
| Returns for 1 year | -2.91 | 8.29 | -35% |
| Returns for 3 years | 3.64 | 30.56 | 12% |
| Returns for 5 years | -0.29 | 39.76 | -1% |
| Returns for 10 years | 15.95 | 69.21 | 23% |
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