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AMBFX vs IYBFX
AMBFX vs IYBFX Comparison
Open Charts AMBFX vs IYBFX
American Funds American Balanced F2
Price$37.43
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Macquarie Balanced Fund
Price$25.16
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets1.6B
AMBFX vs IYBFX Comparison Chart in %
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AMBFX vs. IYBFX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 256B vs. IYBFX (1.6B). AMBFX pays higher dividends than IYBFX: AMBFX (2.03) vs IYBFX (0.86). 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 : 10.92 vs. AMBFX (8.22). AMBFX return over 5 years is better than : 39.42 vs. IYBFX (5.26).
| 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 | 9.884 | 7.993 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.6B | 15,960% |
| Annual Yield % from dividends | 2.03 | 0.86 | 237% |
| Returns for 1 year | 8.22 | 10.92 | 75% |
| Returns for 3 years | 30.33 | 6.71 | 452% |
| Returns for 5 years | 39.42 | 5.26 | 749% |
| Returns for 10 years | 68.52 | 6.84 | 1,002% |
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