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AMBFX vs POICX
AMBFX vs POICX Comparison
Open Charts AMBFX vs POICX
American Funds American Balanced F2
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Virtus Tactical Allocation C
Price$11.36
Change-$0.13 (-1.13%)
VolumeN/A
Net Assets641.83M
AMBFX vs POICX Comparison Chart
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AMBFX vs. POICX commentary
Jun 15, 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: 244B vs. POICX (642M). AMBFX pays higher dividends than POICX: AMBFX (2.13) vs POICX (0.72). 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 : 5.53 vs. POICX (-0.73). AMBFX return over 5 years is better than : 39.71 vs. POICX (5.17).
| 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 | 4.541 | 4.841 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 642M | 38,006% |
| Annual Yield % from dividends | 2.13 | 0.72 | 298% |
| Returns for 1 year | 5.53 | -0.73 | -754% |
| Returns for 3 years | 33.47 | 23.07 | 145% |
| Returns for 5 years | 39.71 | 5.17 | 768% |
| Returns for 10 years | 59.88 | 18.44 | 325% |
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