BALFX
Price
$38.47
Change
+$0.10 (+0.26%)
Updated
Sep 26 closing price
Net Assets
262.75B
ITRAX
Price
$24.52
Change
+$0.11 (+0.45%)
Updated
Sep 26 closing price
Net Assets
6.91B
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BALFX vs ITRAX

Header iconBALFX vs ITRAX Comparison
Open Charts BALFX vs ITRAXBanner chart's image
American Funds American Balanced F1
Price$38.47
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
BALFX vs ITRAX Comparison Chart in %
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BALFX 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 BALFX is a Hold and ITRAX is a Hold.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. ITRAX (6.91B). 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 : 8.08 vs. ITRAX (-6.74). BALFX return over 5 years is better than : 44.31 vs. ITRAX (-3.61).
BALFXITRAXBALFX / ITRAX
Total Expense Ratio0.611.2549%
Annual Report Gross Expense Ratio0.611.2549%
Fund Existence25 years22 years-
Gain YTD13.133-6.603-199%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets263B6.91B3,807%
Annual Yield % from dividends1.771.40126%
Returns for 1 year8.08-6.74-120%
Returns for 3 years51.2214.02365%
Returns for 5 years44.31-3.61-1,228%
Returns for 10 years82.5213.83597%
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