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ITRIX vs RLBFX
ITRIX vs RLBFX Comparison
Open Charts ITRIX vs RLBFX
VY® T. Rowe Price Capital Apprec I
Price$26.49
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets6.97B
American Funds American Balanced R5
Price$37.37
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
ITRIX vs RLBFX Comparison Chart in %
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ITRIX vs. RLBFX commentary
Aug 20, 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 ITRIX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. ITRIX (6.97B). ITRIX pays higher dividends than RLBFX: ITRIX (2.85) vs RLBFX (2.08). ITRIX was incepted earlier than RLBFX: ITRIX (22 years) vs RLBFX (23 years). ITRIX (0.65) is less costly to investors than RLBFX (0.29). ITRIX is a more actively managed with annual turnover of: 84.00 vs. RLBFX (44.00). ITRIX has a lower initial minimum investment than RLBFX: ITRIX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 7.11 vs. ITRIX (-3.63). RLBFX return over 5 years is better than : 39.30 vs. ITRIX (1.30).
| ITRIX | RLBFX | ITRIX / RLBFX | |
| Total Expense Ratio | 0.65 | 0.29 | 224% |
| Annual Report Gross Expense Ratio | 0.65 | 0.29 | 224% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -5.676 | 9.482 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 256B | 3% |
| Annual Yield % from dividends | 2.85 | 2.08 | 137% |
| Returns for 1 year | -3.63 | 7.11 | -51% |
| Returns for 3 years | 5.96 | 31.59 | 19% |
| Returns for 5 years | 1.30 | 39.30 | 3% |
| Returns for 10 years | 22.82 | 74.86 | 30% |
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