AMBFX
Price
$36.85
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
NAINX
Price
$11.32
Change
+$0.05 (+0.44%)
Updated
Jul 3 closing price
Net Assets
654.98M
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AMBFX vs NAINX

Header iconAMBFX vs NAINX Comparison
Open Charts AMBFX vs NAINXBanner chart's image
American Funds American Balanced F2
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Virtus Tactical Allocation A
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets654.98M
AMBFX vs NAINX Comparison Chart in %
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AMBFX vs. NAINX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 252B vs. NAINX (655M). 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 : 8.11 vs. NAINX (1.45). AMBFX return over 5 years is better than : 42.85 vs. NAINX (7.34).
AMBFXNAINXAMBFX / NAINX
Total Expense Ratio0.350.9935%
Annual Report Gross Expense Ratio0.351.0733%
Fund Existence17 years85 years-
Gain YTD8.1818.104101%
Front LoadN/A6%-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets252B655M38,473%
Annual Yield % from dividends2.051.64125%
Returns for 1 year8.111.45560%
Returns for 3 years35.9526.58135%
Returns for 5 years42.857.34584%
Returns for 10 years67.4637.22181%
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