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BALFX vs ITRAX
BALFX vs ITRAX Comparison
Open Charts BALFX vs ITRAX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
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
BALFX vs ITRAX Comparison Chart in %
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BALFX 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 BALFX is a Buy and ITRAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 258B vs. ITRAX (6.94B). BALFX pays higher dividends than ITRAX: BALFX (1.77) vs ITRAX (1.40). BALFX was incepted earlier than ITRAX: BALFX (25 years) vs ITRAX (22 years). ITRAX (1.25) is less costly to investors than BALFX (0.61). ITRAX is a more actively managed with annual turnover of: 84.00 vs. BALFX (44.00). ITRAX has a lower initial minimum investment than BALFX: ITRAX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 9.94 vs. ITRAX (-4.53). BALFX return over 5 years is better than : 39.60 vs. ITRAX (-6.15).
| BALFX | ITRAX | BALFX / ITRAX | |
| Total Expense Ratio | 0.61 | 1.25 | 49% |
| Annual Report Gross Expense Ratio | 0.61 | 1.25 | 49% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 11.360 | -7.327 | -155% |
| Front Load | N/A | 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 | 1.77 | 1.40 | 126% |
| Returns for 1 year | 9.94 | -4.53 | -219% |
| Returns for 3 years | 39.77 | 7.22 | 551% |
| Returns for 5 years | 39.60 | -6.15 | -644% |
| Returns for 10 years | 75.07 | 9.71 | 773% |
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