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AMBFX vs ITCTX
AMBFX vs ITCTX Comparison
Open Charts AMBFX vs ITCTX
American Funds American Balanced F2
Price$37.78
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
VY® T. Rowe Price Capital Apprec S2
Price$25.74
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets6.94B
AMBFX vs ITCTX Comparison Chart in %
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AMBFX vs. ITCTX 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 ITCTX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 259B vs. ITCTX (6.94B). ITCTX pays higher dividends than AMBFX: ITCTX (2.72) vs AMBFX (2.00). 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 : 10.22 vs. ITCTX (-3.58). AMBFX return over 5 years is better than : 41.12 vs. ITCTX (-2.17).
| 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 | 11.528 | -6.447 | -179% |
| 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 | 2.72 | 73% |
| Returns for 1 year | 10.22 | -3.58 | -285% |
| Returns for 3 years | 40.75 | 9.60 | 424% |
| Returns for 5 years | 41.12 | -2.17 | -1,893% |
| Returns for 10 years | 77.69 | 17.04 | 456% |
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