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AMBFX vs IYBFX
AMBFX vs IYBFX Comparison
Open Charts AMBFX vs IYBFX
American Funds American Balanced F2
Price$38.14
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
Macquarie Balanced Fund
Price$25.44
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets2.04B
AMBFX vs IYBFX Comparison Chart in %
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AMBFX vs. IYBFX 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 IYBFX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 259B vs. IYBFX (2.05B). AMBFX pays higher dividends than IYBFX: AMBFX (2.00) vs IYBFX (0.85). AMBFX was incepted earlier than IYBFX: AMBFX (17 years) vs IYBFX (13 years). IYBFX (1.33) is less costly to investors than AMBFX (0.35). IYBFX is a more actively managed with annual turnover of: 76.00 vs. AMBFX (44.00). IYBFX has a lower initial minimum investment than AMBFX: IYBFX (0) vs AMBFX (250). IYBFX annual gain was more profitable for investors over the last year : 13.54 vs. AMBFX (12.02). AMBFX return over 5 years is better than : 42.07 vs. IYBFX (5.92).
| AMBFX | IYBFX | AMBFX / IYBFX | |
| Total Expense Ratio | 0.35 | 1.31 | 27% |
| Annual Report Gross Expense Ratio | 0.35 | 1.33 | 26% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 11.968 | 9.195 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.05B | 12,665% |
| Annual Yield % from dividends | 2.00 | 0.85 | 236% |
| Returns for 1 year | 12.02 | 13.54 | 89% |
| Returns for 3 years | 38.02 | 12.79 | 297% |
| Returns for 5 years | 42.07 | 5.92 | 710% |
| Returns for 10 years | 78.92 | 11.97 | 659% |
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