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ITRIX vs RLBGX
ITRIX vs RLBGX Comparison
Open Charts ITRIX vs RLBGX
VY® T. Rowe Price Capital Apprec I
Price$30.14
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets6.85B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ITRIX vs RLBGX Comparison Chart in %
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ITRIX vs. RLBGX commentary
Jul 07, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. ITRIX (6.85B). ITRIX pays higher dividends than RLBGX: ITRIX (2.76) vs RLBGX (2.15). ITRIX was incepted earlier than RLBGX: ITRIX (22 years) vs RLBGX (16 years). ITRIX (0.65) is less costly to investors than RLBGX (0.25). ITRIX is a more actively managed with annual turnover of: 84.00 vs. RLBGX (44.00). ITRIX has a lower initial minimum investment than RLBGX: ITRIX (0) vs RLBGX (250). ITRIX annual gain was more profitable for investors over the last year : 10.77 vs. RLBGX (8.24). RLBGX return over 5 years is better than : 43.50 vs. ITRIX (10.99).
| ITRIX | RLBGX | ITRIX / RLBGX | |
| Total Expense Ratio | 0.65 | 0.25 | 260% |
| Annual Report Gross Expense Ratio | 0.65 | 0.25 | 260% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 6.766 | 8.259 | 82% |
| 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 | 2.76 | 2.15 | 129% |
| Returns for 1 year | 10.77 | 8.24 | 131% |
| Returns for 3 years | 13.28 | 36.31 | 37% |
| Returns for 5 years | 10.99 | 43.50 | 25% |
| Returns for 10 years | 20.14 | 68.54 | 29% |