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ITRAX vs RLBFX
ITRAX vs RLBFX Comparison
Open Charts ITRAX vs RLBFX
VY® T. Rowe Price Capital Apprec A
Price$24.46
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets7B
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ITRAX vs RLBFX Comparison Chart in %
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ITRAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. ITRAX (7B). RLBFX pays higher dividends than ITRAX: RLBFX (2.08) vs ITRAX (1.41). ITRAX was incepted earlier than RLBFX: ITRAX (22 years) vs RLBFX (23 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 : 8.29 vs. ITRAX (-4.39). RLBFX return over 5 years is better than : 39.76 vs. ITRAX (-5.85).
| 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 | 23 years | - |
| Gain YTD | -6.832 | 9.922 | -69% |
| 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 | 2.08 | 68% |
| Returns for 1 year | -4.39 | 8.29 | -53% |
| Returns for 3 years | 0.36 | 30.56 | 1% |
| Returns for 5 years | -5.85 | 39.76 | -15% |
| Returns for 10 years | 5.90 | 69.21 | 9% |
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