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ITRIX vs RLEFX
ITRIX vs RLEFX Comparison
Open Charts ITRIX vs RLEFX
VY® T. Rowe Price Capital Apprec I
Price$30.14
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets6.85B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
ITRIX vs RLEFX Comparison Chart in %
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ITRIX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. ITRIX (6.85B). ITRIX pays higher dividends than RLEFX: ITRIX (2.76) vs RLEFX (2.01). ITRIX was incepted earlier than RLEFX: ITRIX (22 years) vs RLEFX (10 years). ITRIX (0.65) is less costly to investors than RLEFX (0.39). ITRIX is a more actively managed with annual turnover of: 84.00 vs. RLEFX (44.00). ITRIX has a lower initial minimum investment than RLEFX: ITRIX (0) vs RLEFX (250). ITRIX annual gain was more profitable for investors over the last year : 10.77 vs. RLEFX (8.07). RLEFX return over 5 years is better than : 42.56 vs. ITRIX (10.99).
| ITRIX | RLEFX | ITRIX / RLEFX | |
| Total Expense Ratio | 0.65 | 0.39 | 167% |
| Annual Report Gross Expense Ratio | 0.65 | 0.39 | 167% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 6.766 | 8.164 | 83% |
| 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 | 2.01 | 137% |
| Returns for 1 year | 10.77 | 8.07 | 134% |
| Returns for 3 years | 13.28 | 35.76 | 37% |
| Returns for 5 years | 10.99 | 42.56 | 26% |
| Returns for 10 years | 20.14 | N/A | - |