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ITRAX vs RLBGX
ITRAX vs RLBGX Comparison
Open Charts ITRAX vs RLBGX
VY® T. Rowe Price Capital Apprec A
Price$27.40
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets6.69B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ITRAX vs RLBGX Comparison Chart
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ITRAX vs. RLBGX commentary
Jun 15, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. ITRAX (6.69B). RLBGX pays higher dividends than ITRAX: RLBGX (2.23) vs ITRAX (1.34). ITRAX was incepted earlier than RLBGX: ITRAX (22 years) vs RLBGX (16 years). ITRAX (1.25) is less costly to investors than RLBGX (0.25). ITRAX is a more actively managed with annual turnover of: 84.00 vs. RLBGX (44.00). ITRAX has a lower initial minimum investment than RLBGX: ITRAX (0) vs RLBGX (250). ITRAX annual gain was more profitable for investors over the last year : 8.09 vs. RLBGX (5.63). RLBGX return over 5 years is better than : 40.35 vs. ITRAX (3.02).
| ITRAX | RLBGX | ITRAX / RLBGX | |
| Total Expense Ratio | 1.25 | 0.25 | 500% |
| Annual Report Gross Expense Ratio | 1.25 | 0.25 | 500% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 3.788 | 4.592 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.69B | 244B | 3% |
| Annual Yield % from dividends | 1.34 | 2.23 | 60% |
| Returns for 1 year | 8.09 | 5.63 | 144% |
| Returns for 3 years | 8.42 | 33.78 | 25% |
| Returns for 5 years | 3.02 | 40.35 | 7% |
| Returns for 10 years | 4.92 | 60.87 | 8% |
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