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ABALX vs ITRAX
ABALX vs ITRAX Comparison
Open Charts ABALX vs ITRAX
American Funds American Balanced A
Price$38.01
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
VY® T. Rowe Price Capital Apprec A
Price$24.33
Change-$0.09 (-0.37%)
VolumeN/A
Net Assets6.94B
ABALX vs ITRAX Comparison Chart in %
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ABALX vs. ITRAX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 258B vs. ITRAX (6.94B). ABALX pays higher dividends than ITRAX: ABALX (1.82) vs ITRAX (1.40). 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 : 9.99 vs. ITRAX (-4.53). ABALX return over 5 years is better than : 39.92 vs. ITRAX (-6.15).
| 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 | 11.381 | -7.327 | -155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.94B | 3,716% |
| Annual Yield % from dividends | 1.82 | 1.40 | 130% |
| Returns for 1 year | 9.99 | -4.53 | -221% |
| Returns for 3 years | 39.96 | 7.22 | 554% |
| Returns for 5 years | 39.92 | -6.15 | -649% |
| Returns for 10 years | 75.68 | 9.71 | 779% |