Interact to see
Advertisement
Advertisement
ABALX vs ITRAX
ABALX vs ITRAX Comparison
Open Charts ABALX vs ITRAX
American Funds American Balanced A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
VY® T. Rowe Price Capital Apprec A
Price$24.52
Change+$0.11 (+0.45%)
VolumeN/A
Net Assets6.91B
ABALX vs ITRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ABALX vs. ITRAX commentary
Sep 29, 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 Hold and ITRAX is a Hold.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 263B vs. ITRAX (6.91B). 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 : 8.13 vs. ITRAX (-6.74). ABALX return over 5 years is better than : 44.70 vs. ITRAX (-3.61).
| 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 | 13.169 | -6.603 | -199% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.91B | 3,807% |
| Annual Yield % from dividends | 1.82 | 1.40 | 130% |
| Returns for 1 year | 8.13 | -6.74 | -121% |
| Returns for 3 years | 51.49 | 14.02 | 367% |
| Returns for 5 years | 44.70 | -3.61 | -1,239% |
| Returns for 10 years | 83.17 | 13.83 | 601% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers