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ITRAX vs RLBCX
ITRAX vs RLBCX Comparison
Open Charts ITRAX vs RLBCX
VY® T. Rowe Price Capital Apprec A
Price$24.52
Change+$0.11 (+0.45%)
VolumeN/A
Net Assets6.91B
American Funds American Balanced R3
Price$38.26
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
ITRAX vs RLBCX Comparison Chart in %
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ITRAX vs. RLBCX commentary
Sep 29, 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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. ITRAX (6.91B). RLBCX pays higher dividends than ITRAX: RLBCX (1.53) vs ITRAX (1.40). 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 : 7.77 vs. ITRAX (-6.74). RLBCX return over 5 years is better than : 42.60 vs. ITRAX (-3.61).
| 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 | -6.603 | 12.918 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 263B | 3% |
| Annual Yield % from dividends | 1.40 | 1.53 | 92% |
| Returns for 1 year | -6.74 | 7.77 | -87% |
| Returns for 3 years | 14.02 | 50.08 | 28% |
| Returns for 5 years | -3.61 | 42.60 | -8% |
| Returns for 10 years | 13.83 | 79.23 | 17% |
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