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ITRIX vs RLBGX
ITRIX vs RLBGX Comparison
Open Charts ITRIX vs RLBGX
VY® T. Rowe Price Capital Apprec I
Price$29.38
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets6.69B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ITRIX vs RLBGX Comparison Chart
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ITRIX 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 ITRIX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. ITRIX (6.69B). ITRIX pays higher dividends than RLBGX: ITRIX (2.85) vs RLBGX (2.23). 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 : 8.87 vs. RLBGX (5.63). RLBGX return over 5 years is better than : 40.35 vs. ITRIX (9.70).
| 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 | 4.074 | 4.592 | 89% |
| 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 | 2.85 | 2.23 | 128% |
| Returns for 1 year | 8.87 | 5.63 | 157% |
| Returns for 3 years | 12.68 | 33.78 | 38% |
| Returns for 5 years | 9.70 | 40.35 | 24% |
| Returns for 10 years | 17.03 | 60.87 | 28% |
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