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AMBFX vs VTAIX
AMBFX vs VTAIX Comparison
Open Charts AMBFX vs VTAIX
American Funds American Balanced F2
Price$37.43
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Virtus Tactical Allocation I
Price$11.20
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets639.49M
AMBFX vs VTAIX Comparison Chart in %
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AMBFX vs. VTAIX commentary
Aug 17, 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: 256B vs. VTAIX (639M). AMBFX pays higher dividends than VTAIX: AMBFX (2.03) vs VTAIX (1.87). AMBFX was incepted earlier than VTAIX: AMBFX (17 years) vs VTAIX (7 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 : 8.22 vs. VTAIX (-0.95). AMBFX return over 5 years is better than : 39.42 vs. VTAIX (1.36).
| 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 | 7 years | - |
| Gain YTD | 9.884 | 7.402 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 639M | 40,063% |
| Annual Yield % from dividends | 2.03 | 1.87 | 109% |
| Returns for 1 year | 8.22 | -0.95 | -867% |
| Returns for 3 years | 30.33 | 14.00 | 217% |
| Returns for 5 years | 39.42 | 1.36 | 2,903% |
| Returns for 10 years | 68.52 | N/A | - |
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