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BALFX vs ITRAX
BALFX vs ITRAX Comparison
Open Charts BALFX vs ITRAX
American Funds American Balanced F1
Price$37.17
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
VY® T. Rowe Price Capital Apprec A
Price$24.35
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets6.99B
BALFX vs ITRAX Comparison Chart in %
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BALFX vs. ITRAX commentary
Jul 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 BALFX is a Buy and ITRAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. ITRAX (6.99B). BALFX pays higher dividends than ITRAX: BALFX (1.81) vs ITRAX (1.30). BALFX was incepted earlier than ITRAX: BALFX (24 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 : 10.22 vs. ITRAX (-2.87). BALFX return over 5 years is better than : 39.48 vs. ITRAX (-4.60).
| BALFX | ITRAX | BALFX / ITRAX | |
| Total Expense Ratio | 0.61 | 1.25 | 49% |
| Annual Report Gross Expense Ratio | 0.61 | 1.25 | 49% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 9.013 | -7.251 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 6.99B | 3,632% |
| Annual Yield % from dividends | 1.81 | 1.30 | 140% |
| Returns for 1 year | 10.22 | -2.87 | -356% |
| Returns for 3 years | 34.66 | 7.17 | 483% |
| Returns for 5 years | 39.48 | -4.60 | -859% |
| Returns for 10 years | 64.97 | 6.88 | 945% |