AMBFX
Price
$37.18
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
VTAIX
Price
$11.31
Change
+$0.02 (+0.18%)
Updated
Jul 25 closing price
Net Assets
651.8M
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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$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.

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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).
AMBFXVTAIXAMBFX / VTAIX
Total Expense Ratio0.350.7646%
Annual Report Gross Expense Ratio0.350.8740%
Fund Existence17 years6 years-
Gain YTD9.1508.457108%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B652M38,957%
Annual Yield % from dividends2.051.86110%
Returns for 1 year10.533.25325%
Returns for 3 years35.5624.81143%
Returns for 5 years41.016.90594%
Returns for 10 years67.47N/A-
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