Interact to see
Advertisement
Advertisement
AMBFX vs VTAIX
AMBFX vs VTAIX Comparison
Open Charts AMBFX vs VTAIX
American Funds American Balanced F2
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Virtus Tactical Allocation I
Price$11.04
Change-$0.13 (-1.16%)
VolumeN/A
Net Assets641.83M
AMBFX vs VTAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AMBFX vs. VTAIX 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 VTAIX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 244B vs. VTAIX (642M). AMBFX pays higher dividends than VTAIX: AMBFX (2.13) vs VTAIX (1.76). 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 : 5.53 vs. VTAIX (-0.10). AMBFX return over 5 years is better than : 39.71 vs. VTAIX (9.63).
| 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 | 4.541 | 5.273 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 642M | 38,006% |
| Annual Yield % from dividends | 2.13 | 1.76 | 121% |
| Returns for 1 year | 5.53 | -0.10 | -5,457% |
| Returns for 3 years | 33.47 | 26.15 | 128% |
| Returns for 5 years | 39.71 | 9.63 | 412% |
| Returns for 10 years | 59.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SGIIX | 76.92 | -0.31 | -0.40% |
| First Eagle Global I | |||
| RRRRX | 21.71 | -0.15 | -0.69% |
| DWS RREEF Real Estate Securities Instl | |||
| ADAVX | 4.47 | -0.05 | -1.11% |
| abrdn Dynamic Dividend A | |||
| PPSRX | 19.38 | -0.22 | -1.12% |
| Principal Large Cap Value III R5 | |||
| SSVIX | 20.74 | -0.36 | -1.71% |
| Columbia Select Small Cap Value Inst2 | |||