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ABALX vs ITRAX
ABALX vs ITRAX Comparison
Open Charts ABALX vs ITRAX
American Funds American Balanced A
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
VY® T. Rowe Price Capital Apprec A
Price$24.35
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets6.99B
ABALX vs ITRAX Comparison Chart in %
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ABALX vs. ITRAX commentary
Jul 28, 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 ABALX is a Buy and ITRAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 254B vs. ITRAX (6.99B). ABALX pays higher dividends than ITRAX: ABALX (1.86) vs ITRAX (1.30). ABALX was incepted earlier than ITRAX: ABALX (50 years) vs ITRAX (22 years). ITRAX (1.25) is less costly to investors than ABALX (0.56). ITRAX is a more actively managed with annual turnover of: 84.00 vs. ABALX (44.00). ITRAX has a lower initial minimum investment than ABALX: ITRAX (0) vs ABALX (250). ABALX annual gain was more profitable for investors over the last year : 10.31 vs. ITRAX (-2.87). ABALX return over 5 years is better than : 39.85 vs. ITRAX (-4.60).
| ABALX | ITRAX | ABALX / ITRAX | |
| Total Expense Ratio | 0.56 | 1.25 | 45% |
| Annual Report Gross Expense Ratio | 0.56 | 1.25 | 45% |
| Fund Existence | 50 years | 22 years | - |
| Gain YTD | 9.037 | -7.251 | -125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 6.99B | 3,632% |
| Annual Yield % from dividends | 1.86 | 1.30 | 144% |
| Returns for 1 year | 10.31 | -2.87 | -359% |
| Returns for 3 years | 34.85 | 7.17 | 486% |
| Returns for 5 years | 39.85 | -4.60 | -867% |
| Returns for 10 years | 65.55 | 6.88 | 953% |
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