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AMBFX vs NAINX
AMBFX vs NAINX Comparison
Open Charts AMBFX vs NAINX
American Funds American Balanced F2
Price$37.43
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Virtus Tactical Allocation A
Price$11.23
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets639.49M
AMBFX vs NAINX Comparison Chart in %
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AMBFX vs. NAINX 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 NAINX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 256B vs. NAINX (639M). AMBFX pays higher dividends than NAINX: AMBFX (2.03) 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 : 8.22 vs. NAINX (-1.19). AMBFX return over 5 years is better than : 39.42 vs. NAINX (0.25).
| 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 | 9.884 | 7.245 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 639M | 40,063% |
| Annual Yield % from dividends | 2.03 | 1.64 | 124% |
| Returns for 1 year | 8.22 | -1.19 | -693% |
| Returns for 3 years | 30.33 | 13.30 | 228% |
| Returns for 5 years | 39.42 | 0.25 | 16,069% |
| Returns for 10 years | 68.52 | 36.72 | 187% |
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