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AMBFX vs ITCSX
AMBFX vs ITCSX Comparison
Open Charts AMBFX vs ITCSX
American Funds American Balanced F2
Price$37.18
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
VY® T. Rowe Price Capital Apprec S
Price$26.44
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets6.99B
AMBFX vs ITCSX Comparison Chart in %
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AMBFX vs. ITCSX commentary
Jul 27, 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 ITCSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 254B vs. ITCSX (6.99B). ITCSX pays higher dividends than AMBFX: ITCSX (2.36) vs AMBFX (2.05). AMBFX was incepted earlier than ITCSX: AMBFX (17 years) vs ITCSX (37 years). ITCSX (0.90) is less costly to investors than AMBFX (0.35). ITCSX is a more actively managed with annual turnover of: 84.00 vs. AMBFX (44.00). ITCSX has a lower initial minimum investment than AMBFX: ITCSX (0) vs AMBFX (250). AMBFX annual gain was more profitable for investors over the last year : 10.53 vs. ITCSX (-1.38). AMBFX return over 5 years is better than : 41.01 vs. ITCSX (1.00).
| AMBFX | ITCSX | AMBFX / ITCSX | |
| Total Expense Ratio | 0.35 | 0.90 | 39% |
| Annual Report Gross Expense Ratio | 0.35 | 0.90 | 39% |
| Fund Existence | 17 years | 37 years | - |
| Gain YTD | 9.150 | -5.987 | -153% |
| 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 | 2.05 | 2.36 | 87% |
| Returns for 1 year | 10.53 | -1.38 | -762% |
| Returns for 3 years | 35.56 | 10.63 | 335% |
| Returns for 5 years | 41.01 | 1.00 | 4,087% |
| Returns for 10 years | 67.47 | 17.00 | 397% |
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