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BALFX vs ITRIX
BALFX vs ITRIX Comparison
Open Charts BALFX vs ITRIX
American Funds American Balanced F1
Price$38.47
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
VY® T. Rowe Price Capital Apprec I
Price$26.66
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets6.91B
BALFX vs ITRIX Comparison Chart in %
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BALFX vs. ITRIX commentary
Sep 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 Hold and ITRIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 262B vs. ITRIX (6.91B). ITRIX pays higher dividends than BALFX: ITRIX (2.84) vs BALFX (1.77). BALFX was incepted earlier than ITRIX: BALFX (25 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 : 8.08 vs. ITRIX (-5.48). BALFX return over 5 years is better than : 44.31 vs. ITRIX (2.96).
| BALFX | ITRIX | BALFX / ITRIX | |
| Total Expense Ratio | 0.61 | 0.65 | 94% |
| Annual Report Gross Expense Ratio | 0.61 | 0.65 | 94% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 13.133 | -5.498 | -239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 6.91B | 3,792% |
| Annual Yield % from dividends | 1.77 | 2.84 | 62% |
| Returns for 1 year | 8.08 | -5.48 | -147% |
| Returns for 3 years | 51.22 | 18.12 | 283% |
| Returns for 5 years | 44.31 | 2.96 | 1,496% |
| Returns for 10 years | 82.52 | 27.33 | 302% |
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