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ITRAX vs RLBFX
ITRAX vs RLBFX Comparison
Open Charts ITRAX vs RLBFX
VY® T. Rowe Price Capital Apprec A
Price$25.16
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.07B
American Funds American Balanced R5
Price$39.63
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
ITRAX vs RLBFX Comparison Chart in %
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ITRAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 268B vs. ITRAX (7.07B). RLBFX pays higher dividends than ITRAX: RLBFX (1.97) vs ITRAX (1.37). ITRAX was incepted earlier than RLBFX: ITRAX (22 years) vs RLBFX (24 years). ITRAX (1.25) is less costly to investors than RLBFX (0.29). ITRAX is a more actively managed with annual turnover of: 84.00 vs. RLBFX (44.00). ITRAX has a lower initial minimum investment than RLBFX: ITRAX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. ITRAX (-5.82). RLBFX return over 5 years is better than : 43.06 vs. ITRAX (-9.62).
| ITRAX | RLBFX | ITRAX / RLBFX | |
| Total Expense Ratio | 1.25 | 0.29 | 431% |
| Annual Report Gross Expense Ratio | 1.25 | 0.29 | 431% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -4.165 | 16.507 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.07B | 268B | 3% |
| Annual Yield % from dividends | 1.37 | 1.97 | 70% |
| Returns for 1 year | -5.82 | 10.28 | -57% |
| Returns for 3 years | 9.90 | 44.74 | 22% |
| Returns for 5 years | -9.62 | 43.06 | -22% |
| Returns for 10 years | 10.78 | 81.39 | 13% |
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