Interact to see
Advertisement
Advertisement
AMBFX vs VTAIX
AMBFX vs VTAIX Comparison
Open Charts AMBFX vs VTAIX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 8.181 | 8.169 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 655M | 38,473% |
| Annual Yield % from dividends | 2.05 | 1.86 | 110% |
| Returns for 1 year | 8.11 | 1.70 | 477% |
| Returns for 3 years | 35.95 | 27.43 | 131% |
| Returns for 5 years | 42.85 | 8.45 | 507% |
| Returns for 10 years | 67.46 | N/A | - |