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AMBFX vs NAINX
AMBFX vs NAINX Comparison
Open Charts AMBFX vs NAINX
American Funds American Balanced F2
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Virtus Tactical Allocation A
Price$11.07
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets641.83M
AMBFX vs NAINX Comparison Chart
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AMBFX vs. NAINX commentary
Jun 15, 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: 244B vs. NAINX (642M). AMBFX pays higher dividends than NAINX: AMBFX (2.13) vs NAINX (1.54). 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 : 5.53 vs. NAINX (-0.24). AMBFX return over 5 years is better than : 39.71 vs. NAINX (8.51).
| 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 | 4.541 | 5.198 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 642M | 38,006% |
| Annual Yield % from dividends | 2.13 | 1.54 | 138% |
| Returns for 1 year | 5.53 | -0.24 | -2,273% |
| Returns for 3 years | 33.47 | 25.36 | 132% |
| Returns for 5 years | 39.71 | 8.51 | 467% |
| Returns for 10 years | 59.88 | 25.45 | 235% |
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