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AMBFX vs ITRAX
AMBFX vs ITRAX Comparison
Open Charts AMBFX vs ITRAX
American Funds American Balanced F2
Price$38.48
Change+$0.11 (+0.29%)
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
AMBFX vs ITRAX Comparison Chart in %
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AMBFX 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 AMBFX is a Hold and ITRAX is a Hold.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 263B vs. ITRAX (6.91B). AMBFX pays higher dividends than ITRAX: AMBFX (2.00) vs ITRAX (1.40). AMBFX was incepted earlier than ITRAX: AMBFX (17 years) vs ITRAX (22 years). ITRAX (1.25) is less costly to investors than AMBFX (0.35). ITRAX is a more actively managed with annual turnover of: 84.00 vs. AMBFX (44.00). ITRAX has a lower initial minimum investment than AMBFX: ITRAX (0) vs AMBFX (250). AMBFX annual gain was more profitable for investors over the last year : 8.38 vs. ITRAX (-6.74). AMBFX return over 5 years is better than : 45.94 vs. ITRAX (-3.61).
| AMBFX | ITRAX | AMBFX / ITRAX | |
| Total Expense Ratio | 0.35 | 1.25 | 28% |
| Annual Report Gross Expense Ratio | 0.35 | 1.25 | 28% |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 13.342 | -6.603 | -202% |
| Front Load | N/A | 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 | 2.00 | 1.40 | 143% |
| Returns for 1 year | 8.38 | -6.74 | -124% |
| Returns for 3 years | 52.36 | 14.02 | 373% |
| Returns for 5 years | 45.94 | -3.61 | -1,273% |
| Returns for 10 years | 85.39 | 13.83 | 617% |
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