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ITCTX vs RLEFX
ITCTX vs RLEFX Comparison
Open Charts ITCTX vs RLEFX
VY® T. Rowe Price Capital Apprec S2
Price$28.73
Change-$0.23 (-0.79%)
VolumeN/A
Net Assets6.69B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ITCTX vs RLEFX Comparison Chart
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ITCTX 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 ITCTX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. ITCTX (6.69B). ITCTX pays higher dividends than RLEFX: ITCTX (2.72) vs RLEFX (2.09). ITCTX was incepted earlier than RLEFX: ITCTX (23 years) vs RLEFX (10 years). ITCTX (1.05) is less costly to investors than RLEFX (0.39). ITCTX is a more actively managed with annual turnover of: 84.00 vs. RLEFX (44.00). ITCTX has a lower initial minimum investment than RLEFX: ITCTX (0) vs RLEFX (250). ITCTX annual gain was more profitable for investors over the last year : 8.39 vs. RLEFX (5.49). RLEFX return over 5 years is better than : 39.46 vs. ITCTX (6.88).
| ITCTX | RLEFX | ITCTX / RLEFX | |
| Total Expense Ratio | 1.05 | 0.39 | 269% |
| Annual Report Gross Expense Ratio | 1.05 | 0.39 | 269% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 3.868 | 4.524 | 86% |
| 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 | 2.72 | 2.09 | 130% |
| Returns for 1 year | 8.39 | 5.49 | 153% |
| Returns for 3 years | 10.92 | 33.28 | 33% |
| Returns for 5 years | 6.88 | 39.46 | 17% |
| Returns for 10 years | 11.41 | N/A | - |
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