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AMBFX vs VTAIX
AMBFX vs VTAIX Comparison
Open Charts AMBFX vs VTAIX
American Funds American Balanced F2
Price$37.18
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Virtus Tactical Allocation I
Price$11.31
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets651.8M
AMBFX vs VTAIX Comparison Chart in %
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AMBFX vs. VTAIX commentary
Jul 27, 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 VTAIX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 254B vs. VTAIX (652M). AMBFX pays higher dividends than VTAIX: AMBFX (2.05) vs VTAIX (1.86). AMBFX was incepted earlier than VTAIX: AMBFX (17 years) vs VTAIX (6 years). VTAIX (0.87) is less costly to investors than AMBFX (0.35). AMBFX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). AMBFX has a lower initial minimum investment than VTAIX: AMBFX (250) vs VTAIX (100000). AMBFX annual gain was more profitable for investors over the last year : 10.53 vs. VTAIX (3.25). AMBFX return over 5 years is better than : 41.01 vs. VTAIX (6.90).
| AMBFX | VTAIX | AMBFX / VTAIX | |
| Total Expense Ratio | 0.35 | 0.76 | 46% |
| Annual Report Gross Expense Ratio | 0.35 | 0.87 | 40% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 9.150 | 8.457 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 652M | 38,957% |
| Annual Yield % from dividends | 2.05 | 1.86 | 110% |
| Returns for 1 year | 10.53 | 3.25 | 325% |
| Returns for 3 years | 35.56 | 24.81 | 143% |
| Returns for 5 years | 41.01 | 6.90 | 594% |
| Returns for 10 years | 67.47 | N/A | - |
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