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AMBFX vs POICX
AMBFX vs POICX Comparison
Open Charts AMBFX vs POICX
American Funds American Balanced F2
Price$37.78
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
Virtus Tactical Allocation C
Price$11.57
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets637.67M
AMBFX vs POICX Comparison Chart in %
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AMBFX vs. POICX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 259B vs. POICX (638M). AMBFX pays higher dividends than POICX: AMBFX (2.00) 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 : 10.22 vs. POICX (-2.23). AMBFX return over 5 years is better than : 41.12 vs. POICX (-3.95).
| AMBFX | POICX | AMBFX / POICX | |
| Total Expense Ratio | 0.35 | 1.75 | 20% |
| Annual Report Gross Expense Ratio | 0.35 | 1.87 | 19% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 11.528 | 7.075 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 638M | 40,596% |
| Annual Yield % from dividends | 2.00 | 0.83 | 241% |
| Returns for 1 year | 10.22 | -2.23 | -459% |
| Returns for 3 years | 40.75 | 21.04 | 194% |
| Returns for 5 years | 41.12 | -3.95 | -1,041% |
| Returns for 10 years | 77.69 | 34.63 | 224% |
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