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ITCSX vs RLEFX
ITCSX vs RLEFX Comparison
Open Charts ITCSX vs RLEFX
VY® T. Rowe Price Capital Apprec S
Price$29.39
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets6.69B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ITCSX vs RLEFX Comparison Chart
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ITCSX vs. RLEFX commentary
Jun 16, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. ITCSX (6.69B). ITCSX pays higher dividends than RLEFX: ITCSX (2.44) vs RLEFX (2.09). ITCSX was incepted earlier than RLEFX: ITCSX (36 years) vs RLEFX (10 years). ITCSX (0.90) is less costly to investors than RLEFX (0.39). ITCSX is a more actively managed with annual turnover of: 84.00 vs. RLEFX (44.00). ITCSX has a lower initial minimum investment than RLEFX: ITCSX (0) vs RLEFX (250). ITCSX annual gain was more profitable for investors over the last year : 8.62 vs. RLEFX (5.49). RLEFX return over 5 years is better than : 39.46 vs. ITCSX (8.29).
| ITCSX | RLEFX | ITCSX / RLEFX | |
| Total Expense Ratio | 0.90 | 0.39 | 231% |
| Annual Report Gross Expense Ratio | 0.90 | 0.39 | 231% |
| Fund Existence | 36 years | 10 years | - |
| Gain YTD | 3.962 | 4.524 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.69B | 244B | 3% |
| Annual Yield % from dividends | 2.44 | 2.09 | 117% |
| Returns for 1 year | 8.62 | 5.49 | 157% |
| Returns for 3 years | 11.84 | 33.28 | 36% |
| Returns for 5 years | 8.29 | 39.46 | 21% |
| Returns for 10 years | 14.02 | N/A | - |
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