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AMBFX vs ITCTX
AMBFX vs ITCTX Comparison
Open Charts AMBFX vs ITCTX
American Funds American Balanced F2
Price$37.10
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets254.37B
VY® T. Rowe Price Capital Apprec S2
Price$25.68
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets6.99B
AMBFX vs ITCTX Comparison Chart in %
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AMBFX vs. ITCTX commentary
Jul 29, 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 ITCTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 254B vs. ITCTX (6.99B). ITCTX pays higher dividends than AMBFX: ITCTX (2.63) vs AMBFX (2.05). AMBFX was incepted earlier than ITCTX: AMBFX (17 years) vs ITCTX (23 years). ITCTX (1.05) is less costly to investors than AMBFX (0.35). ITCTX is a more actively managed with annual turnover of: 84.00 vs. AMBFX (44.00). ITCTX has a lower initial minimum investment than AMBFX: ITCTX (0) vs AMBFX (250). AMBFX annual gain was more profitable for investors over the last year : 9.18 vs. ITCTX (-3.03). AMBFX return over 5 years is better than : 39.44 vs. ITCTX (-1.64).
| AMBFX | ITCTX | AMBFX / ITCTX | |
| Total Expense Ratio | 0.35 | 1.05 | 33% |
| Annual Report Gross Expense Ratio | 0.35 | 1.05 | 33% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 8.915 | -6.665 | -134% |
| 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 | 2.63 | 78% |
| Returns for 1 year | 9.18 | -3.03 | -303% |
| Returns for 3 years | 31.78 | 4.68 | 679% |
| Returns for 5 years | 39.44 | -1.64 | -2,402% |
| Returns for 10 years | 65.97 | 12.57 | 525% |