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ITRAX vs RLBCX
ITRAX vs RLBCX Comparison
Open Charts ITRAX vs RLBCX
VY® T. Rowe Price Capital Apprec A
Price$25.01
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets7.01B
American Funds American Balanced R3
Price$39.57
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
ITRAX vs RLBCX Comparison Chart in %
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ITRAX vs. RLBCX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. ITRAX (7.01B). 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 : 8.93 vs. ITRAX (-6.80). RLBCX return over 5 years is better than : 37.26 vs. ITRAX (-11.55).
| 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 | -4.737 | 16.253 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.01B | 269B | 3% |
| Annual Yield % from dividends | 1.36 | 1.44 | 95% |
| Returns for 1 year | -6.80 | 8.93 | -76% |
| Returns for 3 years | 7.65 | 39.00 | 20% |
| Returns for 5 years | -11.55 | 37.26 | -31% |
| Returns for 10 years | 8.24 | 71.11 | 12% |
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