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AMBFX vs NAINX
AMBFX vs NAINX Comparison
Open Charts AMBFX vs NAINX
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.
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).
| 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 | 8.181 | 8.104 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 655M | 38,473% |
| Annual Yield % from dividends | 2.05 | 1.64 | 125% |
| Returns for 1 year | 8.11 | 1.45 | 560% |
| Returns for 3 years | 35.95 | 26.58 | 135% |
| Returns for 5 years | 42.85 | 7.34 | 584% |
| Returns for 10 years | 67.46 | 37.22 | 181% |