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AMBFX vs POICX
AMBFX vs POICX Comparison
Open Charts AMBFX vs POICX
American Funds American Balanced F2
Price$37.18
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Virtus Tactical Allocation C
Price$11.66
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets651.8M
AMBFX vs POICX Comparison Chart in %
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AMBFX vs. POICX commentary
Jul 28, 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: 254B vs. POICX (652M). 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 : 10.53 vs. POICX (2.57). AMBFX return over 5 years is better than : 41.01 vs. POICX (2.55).
| 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 | 9.150 | 7.908 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 652M | 38,957% |
| Annual Yield % from dividends | 2.05 | 0.83 | 248% |
| Returns for 1 year | 10.53 | 2.57 | 410% |
| Returns for 3 years | 35.56 | 21.86 | 163% |
| Returns for 5 years | 41.01 | 2.55 | 1,606% |
| Returns for 10 years | 67.47 | 29.63 | 228% |
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