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ITCTX vs RLBFX
ITCTX vs RLBFX Comparison
Open Charts ITCTX vs RLBFX
VY® T. Rowe Price Capital Apprec S2
Price$25.74
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets6.94B
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
ITCTX vs RLBFX Comparison Chart in %
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ITCTX vs. RLBFX commentary
Sep 09, 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 ITCTX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. ITCTX (6.94B). ITCTX pays higher dividends than RLBFX: ITCTX (2.72) vs RLBFX (2.05). ITCTX was incepted earlier than RLBFX: ITCTX (23 years) vs RLBFX (23 years). ITCTX (1.05) is less costly to investors than RLBFX (0.29). ITCTX is a more actively managed with annual turnover of: 84.00 vs. RLBFX (44.00). ITCTX has a lower initial minimum investment than RLBFX: ITCTX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. ITCTX (-3.58). RLBFX return over 5 years is better than : 41.46 vs. ITCTX (-2.17).
| ITCTX | RLBFX | ITCTX / RLBFX | |
| Total Expense Ratio | 1.05 | 0.29 | 362% |
| Annual Report Gross Expense Ratio | 1.05 | 0.29 | 362% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -6.447 | 11.562 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.94B | 259B | 3% |
| Annual Yield % from dividends | 2.72 | 2.05 | 133% |
| Returns for 1 year | -3.58 | 10.28 | -35% |
| Returns for 3 years | 9.60 | 40.92 | 23% |
| Returns for 5 years | -2.17 | 41.46 | -5% |
| Returns for 10 years | 17.04 | 78.40 | 22% |
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