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ABALX vs ITRAX
ABALX vs ITRAX Comparison
Open Charts ABALX vs ITRAX
American Funds American Balanced A
Price$37.46
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
VY® T. Rowe Price Capital Apprec A
Price$24.46
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets7B
ABALX vs ITRAX Comparison Chart in %
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ABALX vs. ITRAX commentary
Aug 18, 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: 256B vs. ITRAX (7B). ABALX pays higher dividends than ITRAX: ABALX (1.85) vs ITRAX (1.41). 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 : 8.03 vs. ITRAX (-4.39). ABALX return over 5 years is better than : 38.23 vs. ITRAX (-5.85).
| 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 | 9.770 | -6.832 | -143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7B | 3,659% |
| Annual Yield % from dividends | 1.85 | 1.41 | 131% |
| Returns for 1 year | 8.03 | -4.39 | -183% |
| Returns for 3 years | 29.65 | 0.36 | 8,143% |
| Returns for 5 years | 38.23 | -5.85 | -653% |
| Returns for 10 years | 66.66 | 5.90 | 1,129% |
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