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ITRAX vs RLBFX
ITRAX vs RLBFX Comparison
Open Charts ITRAX vs RLBFX
VY® T. Rowe Price Capital Apprec A
Price$24.82
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets7B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
ITRAX vs RLBFX Comparison Chart in %
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ITRAX vs. RLBFX commentary
Oct 19, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. ITRAX (7B). RLBFX pays higher dividends than ITRAX: RLBFX (2.00) vs ITRAX (1.39). 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 : 9.05 vs. ITRAX (-6.06). RLBFX return over 5 years is better than : 43.90 vs. ITRAX (-7.06).
| 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 | -5.461 | 14.890 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7B | 266B | 3% |
| Annual Yield % from dividends | 1.39 | 2.00 | 69% |
| Returns for 1 year | -6.06 | 9.05 | -67% |
| Returns for 3 years | 13.78 | 51.85 | 27% |
| Returns for 5 years | -7.06 | 43.90 | -16% |
| Returns for 10 years | 9.54 | 78.80 | 12% |
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