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BALFX vs ITRAX
BALFX vs ITRAX Comparison
Open Charts BALFX vs ITRAX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
VY® T. Rowe Price Capital Apprec A
Price$24.46
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets7B
BALFX vs ITRAX Comparison Chart in %
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BALFX vs. ITRAX commentary
Aug 18, 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: 256B vs. ITRAX (7B). BALFX pays higher dividends than ITRAX: BALFX (1.79) vs ITRAX (1.41). 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 : 7.95 vs. ITRAX (-4.39). BALFX return over 5 years is better than : 37.91 vs. ITRAX (-5.85).
| 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 | 9.747 | -6.832 | -143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 7B | 3,659% |
| Annual Yield % from dividends | 1.79 | 1.41 | 127% |
| Returns for 1 year | 7.95 | -4.39 | -181% |
| Returns for 3 years | 29.46 | 0.36 | 8,091% |
| Returns for 5 years | 37.91 | -5.85 | -648% |
| Returns for 10 years | 66.08 | 5.90 | 1,119% |
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