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AMBFX vs NAINX
AMBFX vs NAINX Comparison
Open Charts AMBFX vs NAINX
American Funds American Balanced F2
Price$37.18
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Virtus Tactical Allocation A
Price$11.35
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets651.8M
AMBFX vs NAINX Comparison Chart in %
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AMBFX vs. NAINX commentary
Jul 27, 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 NAINX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 254B vs. NAINX (652M). AMBFX pays higher dividends than NAINX: AMBFX (2.05) vs NAINX (1.64). AMBFX was incepted earlier than NAINX: AMBFX (17 years) vs NAINX (85 years). NAINX (1.07) is less costly to investors than AMBFX (0.35). AMBFX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). AMBFX has a lower initial minimum investment than NAINX: AMBFX (250) vs NAINX (2500). AMBFX annual gain was more profitable for investors over the last year : 10.53 vs. NAINX (3.08). AMBFX return over 5 years is better than : 41.01 vs. NAINX (5.81).
| AMBFX | NAINX | AMBFX / NAINX | |
| Total Expense Ratio | 0.35 | 0.99 | 35% |
| Annual Report Gross Expense Ratio | 0.35 | 1.07 | 33% |
| Fund Existence | 17 years | 85 years | - |
| Gain YTD | 9.150 | 8.390 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 652M | 38,957% |
| Annual Yield % from dividends | 2.05 | 1.64 | 125% |
| Returns for 1 year | 10.53 | 3.08 | 342% |
| Returns for 3 years | 35.56 | 24.12 | 147% |
| Returns for 5 years | 41.01 | 5.81 | 706% |
| Returns for 10 years | 67.47 | 37.73 | 179% |
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