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ITRAX vs RLBFX
ITRAX vs RLBFX Comparison
Open Charts ITRAX vs RLBFX
VY® T. Rowe Price Capital Apprec A
Price$24.35
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets6.99B
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
ITRAX vs RLBFX Comparison Chart in %
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ITRAX vs. RLBFX commentary
Jul 28, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. ITRAX (6.99B). RLBFX pays higher dividends than ITRAX: RLBFX (2.10) vs ITRAX (1.30). 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 : 10.60 vs. ITRAX (-2.87). RLBFX return over 5 years is better than : 41.40 vs. ITRAX (-4.60).
| 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 | -7.251 | 9.189 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 254B | 3% |
| Annual Yield % from dividends | 1.30 | 2.10 | 62% |
| Returns for 1 year | -2.87 | 10.60 | -27% |
| Returns for 3 years | 7.17 | 35.79 | 20% |
| Returns for 5 years | -4.60 | 41.40 | -11% |
| Returns for 10 years | 6.88 | 68.15 | 10% |
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