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AMBFX vs ITCSX
AMBFX vs ITCSX Comparison
Open Charts AMBFX vs ITCSX
American Funds American Balanced F2
Price$37.78
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
VY® T. Rowe Price Capital Apprec S
Price$26.44
Change-$0.10 (-0.38%)
VolumeN/A
Net Assets6.94B
AMBFX vs ITCSX Comparison Chart in %
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AMBFX vs. ITCSX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 259B vs. ITCSX (6.94B). ITCSX pays higher dividends than AMBFX: ITCSX (2.45) vs AMBFX (2.00). 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 : 10.22 vs. ITCSX (-3.07). AMBFX return over 5 years is better than : 41.12 vs. ITCSX (-0.57).
| 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 | 11.528 | -5.987 | -193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.94B | 3,730% |
| Annual Yield % from dividends | 2.00 | 2.45 | 82% |
| Returns for 1 year | 10.22 | -3.07 | -332% |
| Returns for 3 years | 40.75 | 10.71 | 380% |
| Returns for 5 years | 41.12 | -0.57 | -7,168% |
| Returns for 10 years | 77.69 | 20.14 | 386% |
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