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ITRAX vs RLBCX
ITRAX vs RLBCX Comparison
Open Charts ITRAX vs RLBCX
VY® T. Rowe Price Capital Apprec A
Price$24.79
Change-$0.32 (-1.27%)
VolumeN/A
Net Assets6.92B
American Funds American Balanced R3
Price$37.42
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
ITRAX vs RLBCX Comparison Chart in %
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ITRAX vs. RLBCX commentary
Dec 28, 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 StrongBuy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. ITRAX (6.92B). RLBCX pays higher dividends than ITRAX: RLBCX (1.44) vs ITRAX (1.36). ITRAX was incepted earlier than RLBCX: ITRAX (22 years) vs RLBCX (24 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 : 8.81 vs. ITRAX (-6.81). RLBCX return over 5 years is better than : 33.04 vs. ITRAX (-12.59).
| 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 | 24 years | - |
| Gain YTD | -5.575 | 10.439 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.92B | 269B | 3% |
| Annual Yield % from dividends | 1.36 | 1.44 | 95% |
| Returns for 1 year | -6.81 | 8.81 | -77% |
| Returns for 3 years | 10.85 | 36.85 | 29% |
| Returns for 5 years | -12.59 | 33.04 | -38% |
| Returns for 10 years | 7.86 | 69.88 | 11% |
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