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ABALX vs ITRIX
ABALX vs ITRIX Comparison
Open Charts ABALX vs ITRIX
American Funds American Balanced A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
VY® T. Rowe Price Capital Apprec I
Price$26.66
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets6.91B
ABALX vs ITRIX Comparison Chart in %
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ABALX vs. ITRIX commentary
Sep 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 Hold and ITRIX is a Hold.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 262B vs. ITRIX (6.91B). ITRIX pays higher dividends than ABALX: ITRIX (2.84) vs ABALX (1.82). ABALX was incepted earlier than ITRIX: ABALX (50 years) vs ITRIX (22 years). ITRIX (0.65) is less costly to investors than ABALX (0.56). ITRIX is a more actively managed with annual turnover of: 84.00 vs. ABALX (44.00). ITRIX has a lower initial minimum investment than ABALX: ITRIX (0) vs ABALX (250). ABALX annual gain was more profitable for investors over the last year : 8.13 vs. ITRIX (-5.48). ABALX return over 5 years is better than : 44.70 vs. ITRIX (2.96).
| ABALX | ITRIX | ABALX / ITRIX | |
| Total Expense Ratio | 0.56 | 0.65 | 86% |
| Annual Report Gross Expense Ratio | 0.56 | 0.65 | 86% |
| Fund Existence | 50 years | 22 years | - |
| Gain YTD | 13.169 | -5.498 | -240% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 6.91B | 3,792% |
| Annual Yield % from dividends | 1.82 | 2.84 | 64% |
| Returns for 1 year | 8.13 | -5.48 | -148% |
| Returns for 3 years | 51.49 | 18.12 | 284% |
| Returns for 5 years | 44.70 | 2.96 | 1,509% |
| Returns for 10 years | 83.17 | 27.33 | 304% |
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