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BALFX vs ITRIX
BALFX vs ITRIX Comparison
Open Charts BALFX vs ITRIX
American Funds American Balanced F1
Price$37.27
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.61B
VY® T. Rowe Price Capital Apprec I
Price$26.49
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets6.97B
BALFX vs ITRIX Comparison Chart in %
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BALFX vs. ITRIX commentary
Aug 20, 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 ITRIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. ITRIX (6.97B). ITRIX pays higher dividends than BALFX: ITRIX (2.85) vs BALFX (1.79). BALFX was incepted earlier than ITRIX: BALFX (24 years) vs ITRIX (22 years). ITRIX (0.65) is less costly to investors than BALFX (0.61). ITRIX is a more actively managed with annual turnover of: 84.00 vs. BALFX (44.00). ITRIX has a lower initial minimum investment than BALFX: ITRIX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 6.79 vs. ITRIX (-3.63). BALFX return over 5 years is better than : 37.45 vs. ITRIX (1.30).
| BALFX | ITRIX | BALFX / ITRIX | |
| Total Expense Ratio | 0.61 | 0.65 | 94% |
| Annual Report Gross Expense Ratio | 0.61 | 0.65 | 94% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 9.307 | -5.676 | -164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 6.97B | 3,672% |
| Annual Yield % from dividends | 1.79 | 2.85 | 63% |
| Returns for 1 year | 6.79 | -3.63 | -187% |
| Returns for 3 years | 30.53 | 5.96 | 513% |
| Returns for 5 years | 37.45 | 1.30 | 2,877% |
| Returns for 10 years | 71.63 | 22.82 | 314% |