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ITRAX vs RLBCX
ITRAX vs RLBCX Comparison
Open Charts ITRAX vs RLBCX
VY® T. Rowe Price Capital Apprec A
Price$25.16
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.07B
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
ITRAX vs RLBCX Comparison Chart in %
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ITRAX vs. RLBCX commentary
Nov 14, 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 ITRAX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. ITRAX (7.07B). RLBCX pays higher dividends than ITRAX: RLBCX (1.46) vs ITRAX (1.37). ITRAX was incepted earlier than RLBCX: ITRAX (22 years) vs RLBCX (23 years). ITRAX (1.25) is less costly to investors than RLBCX (0.89). ITRAX is a more actively managed with annual turnover of: 84.00 vs. RLBCX (44.00). ITRAX has a lower initial minimum investment than RLBCX: ITRAX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 9.58 vs. ITRAX (-5.82). RLBCX return over 5 years is better than : 39.44 vs. ITRAX (-9.62).
| ITRAX | RLBCX | ITRAX / RLBCX | |
| Total Expense Ratio | 1.25 | 0.89 | 140% |
| Annual Report Gross Expense Ratio | 1.25 | 0.89 | 140% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -4.165 | 15.928 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.07B | 269B | 3% |
| Annual Yield % from dividends | 1.37 | 1.46 | 94% |
| Returns for 1 year | -5.82 | 9.58 | -61% |
| Returns for 3 years | 9.90 | 42.30 | 23% |
| Returns for 5 years | -9.62 | 39.44 | -24% |
| Returns for 10 years | 10.78 | 74.61 | 14% |
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