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AMBFX vs POICX
AMBFX vs POICX Comparison
Open Charts AMBFX vs POICX
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.
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).
| 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 | 8.181 | 7.723 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 655M | 38,473% |
| Annual Yield % from dividends | 2.05 | 0.83 | 248% |
| Returns for 1 year | 8.11 | 1.07 | 755% |
| Returns for 3 years | 35.95 | 24.33 | 148% |
| Returns for 5 years | 42.85 | 3.99 | 1,074% |
| Returns for 10 years | 67.46 | 29.27 | 230% |
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