Interact to see
Advertisement
Advertisement
ITCTX vs RLBFX
ITCTX vs RLBFX Comparison
Open Charts ITCTX vs RLBFX
VY® T. Rowe Price Capital Apprec S2
Price$26.27
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets7B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
ITCTX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ITCTX vs. RLBFX commentary
Oct 19, 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 Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. ITCTX (7B). ITCTX pays higher dividends than RLBFX: ITCTX (2.70) vs RLBFX (2.00). 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 : 9.05 vs. ITCTX (-5.09). RLBFX return over 5 years is better than : 43.90 vs. ITCTX (-3.08).
| 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 | -4.521 | 14.890 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7B | 265B | 3% |
| Annual Yield % from dividends | 2.70 | 2.00 | 135% |
| Returns for 1 year | -5.09 | 9.05 | -56% |
| Returns for 3 years | 16.36 | 51.85 | 32% |
| Returns for 5 years | -3.08 | 43.90 | -7% |
| Returns for 10 years | 16.88 | 78.80 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement