AMBFX
Price
$36.85
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
POICX
Price
$11.64
Change
+$0.05 (+0.43%)
Updated
Jul 3 closing price
Net Assets
654.98M
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AMBFX vs POICX

Header iconAMBFX vs POICX Comparison
Open Charts AMBFX vs POICXBanner chart's image
American Funds American Balanced F2
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Virtus Tactical Allocation C
Price$11.64
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets654.98M
AMBFX vs POICX Comparison Chart in %
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AMBFX vs. POICX 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 POICX is a Buy.

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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 252B vs. POICX (655M). AMBFX pays higher dividends than POICX: AMBFX (2.05) vs POICX (0.83). AMBFX was incepted earlier than POICX: AMBFX (17 years) vs POICX (26 years). POICX (1.87) is less costly to investors than AMBFX (0.35). AMBFX is a more actively managed with annual turnover of: 44.00 vs. POICX (37.00). AMBFX has a lower initial minimum investment than POICX: AMBFX (250) vs POICX (2500). AMBFX annual gain was more profitable for investors over the last year : 8.11 vs. POICX (1.07). AMBFX return over 5 years is better than : 42.85 vs. POICX (3.99).
AMBFXPOICXAMBFX / POICX
Total Expense Ratio0.351.7520%
Annual Report Gross Expense Ratio0.351.8719%
Fund Existence17 years26 years-
Gain YTD8.1817.723106%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets252B655M38,473%
Annual Yield % from dividends2.050.83248%
Returns for 1 year8.111.07755%
Returns for 3 years35.9524.33148%
Returns for 5 years42.853.991,074%
Returns for 10 years67.4629.27230%
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