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ITRAX vs RLEFX
ITRAX vs RLEFX Comparison
Open Charts ITRAX vs RLEFX
VY® T. Rowe Price Capital Apprec A
Price$28.10
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets6.85B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
ITRAX vs RLEFX Comparison Chart in %
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ITRAX vs. RLEFX commentary
Jul 06, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. ITRAX (6.85B). RLEFX pays higher dividends than ITRAX: RLEFX (2.01) vs ITRAX (1.30). ITRAX was incepted earlier than RLEFX: ITRAX (22 years) vs RLEFX (10 years). ITRAX (1.25) is less costly to investors than RLEFX (0.39). ITRAX is a more actively managed with annual turnover of: 84.00 vs. RLEFX (44.00). ITRAX has a lower initial minimum investment than RLEFX: ITRAX (0) vs RLEFX (250). ITRAX annual gain was more profitable for investors over the last year : 10.00 vs. RLEFX (8.07). RLEFX return over 5 years is better than : 42.56 vs. ITRAX (4.23).
| ITRAX | RLEFX | ITRAX / RLEFX | |
| Total Expense Ratio | 1.25 | 0.39 | 321% |
| Annual Report Gross Expense Ratio | 1.25 | 0.39 | 321% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 6.439 | 8.164 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.85B | 252B | 3% |
| Annual Yield % from dividends | 1.30 | 2.01 | 64% |
| Returns for 1 year | 10.00 | 8.07 | 124% |
| Returns for 3 years | 8.98 | 35.76 | 25% |
| Returns for 5 years | 4.23 | 42.56 | 10% |
| Returns for 10 years | 7.72 | N/A | - |
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