Interact to see
Advertisement
Advertisement
AMBFX vs IBARX
AMBFX vs IBARX Comparison
Open Charts AMBFX vs IBARX
American Funds American Balanced F2
Price$38.14
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
Macquarie Balanced Fund Class R6
Price$25.70
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets2.04B
AMBFX vs IBARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AMBFX vs. IBARX commentary
Sep 09, 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 AMBFX is a Buy and IBARX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 259B vs. IBARX (2.04B). AMBFX pays higher dividends than IBARX: AMBFX (2.00) vs IBARX (1.23). AMBFX was incepted earlier than IBARX: AMBFX (17 years) vs IBARX (11 years). IBARX (0.78) is less costly to investors than AMBFX (0.35). IBARX is a more actively managed with annual turnover of: 76.00 vs. AMBFX (44.00). IBARX has a lower initial minimum investment than AMBFX: IBARX (0) vs AMBFX (250). IBARX annual gain was more profitable for investors over the last year : 14.16 vs. AMBFX (12.02). AMBFX return over 5 years is better than : 42.07 vs. IBARX (9.50).
| AMBFX | IBARX | AMBFX / IBARX | |
| Total Expense Ratio | 0.35 | 0.72 | 49% |
| Annual Report Gross Expense Ratio | 0.35 | 0.78 | 45% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 11.968 | 9.628 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.04B | 12,702% |
| Annual Yield % from dividends | 2.00 | 1.23 | 162% |
| Returns for 1 year | 12.02 | 14.16 | 85% |
| Returns for 3 years | 38.02 | 14.91 | 255% |
| Returns for 5 years | 42.07 | 9.50 | 443% |
| Returns for 10 years | 78.92 | 18.67 | 423% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement