Interact to see
Advertisement
Advertisement
AMBFX vs POICX
AMBFX vs POICX Comparison
Open Charts AMBFX vs POICX
American Funds American Balanced F2
Price$37.43
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Virtus Tactical Allocation C
Price$11.53
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets639.49M
AMBFX vs POICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AMBFX vs. POICX 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 POICX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 256B vs. POICX (639M). AMBFX pays higher dividends than POICX: AMBFX (2.03) 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 : 8.22 vs. POICX (-1.66). AMBFX return over 5 years is better than : 39.42 vs. POICX (-2.94).
| 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 | 9.884 | 6.705 | 147% |
| Front Load | N/A | N/A | - |
| 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 | 0.83 | 245% |
| Returns for 1 year | 8.22 | -1.66 | -496% |
| Returns for 3 years | 30.33 | 11.14 | 272% |
| Returns for 5 years | 39.42 | -2.94 | -1,340% |
| Returns for 10 years | 68.52 | 28.73 | 238% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement