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ITRAX vs RLBCX
ITRAX vs RLBCX Comparison
Open Charts ITRAX vs RLBCX
VY® T. Rowe Price Capital Apprec A
Price$24.46
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets7B
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ITRAX vs RLBCX Comparison Chart in %
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ITRAX vs. RLBCX commentary
Aug 18, 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: 256B vs. ITRAX (7B). RLBCX pays higher dividends than ITRAX: RLBCX (1.56) vs ITRAX (1.41). 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 : 7.61 vs. ITRAX (-4.39). RLBCX return over 5 years is better than : 36.26 vs. ITRAX (-5.85).
| 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 | -6.832 | 9.537 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7B | 256B | 3% |
| Annual Yield % from dividends | 1.41 | 1.56 | 91% |
| Returns for 1 year | -4.39 | 7.61 | -58% |
| Returns for 3 years | 0.36 | 28.47 | 1% |
| Returns for 5 years | -5.85 | 36.26 | -16% |
| Returns for 10 years | 5.90 | 63.18 | 9% |
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