AMBFX
Price
$36.85
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
VTAIX
Price
$11.28
Change
+$0.04 (+0.36%)
Updated
Jul 3 closing price
Net Assets
654.98M
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AMBFX vs VTAIX

Header iconAMBFX vs VTAIX Comparison
Open Charts AMBFX vs VTAIXBanner chart's image
American Funds American Balanced F2
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Virtus Tactical Allocation I
Price$11.28
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets654.98M
AMBFX vs VTAIX Comparison Chart in %
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AMBFX vs. VTAIX 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 VTAIX is a Buy.

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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 252B vs. VTAIX (655M). 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 : 8.11 vs. VTAIX (1.70). AMBFX return over 5 years is better than : 42.85 vs. VTAIX (8.45).
AMBFXVTAIXAMBFX / VTAIX
Total Expense Ratio0.350.7646%
Annual Report Gross Expense Ratio0.350.8740%
Fund Existence17 years6 years-
Gain YTD8.1818.169100%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B655M38,473%
Annual Yield % from dividends2.051.86110%
Returns for 1 year8.111.70477%
Returns for 3 years35.9527.43131%
Returns for 5 years42.858.45507%
Returns for 10 years67.46N/A-
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