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AMBFX vs VTAIX
AMBFX vs VTAIX Comparison
Open Charts AMBFX vs VTAIX
American Funds American Balanced F2
Price$38.14
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
Virtus Tactical Allocation I
Price$11.30
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets637.67M
AMBFX vs VTAIX Comparison Chart in %
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AMBFX vs. VTAIX commentary
Sep 09, 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: 259B vs. VTAIX (638M). AMBFX pays higher dividends than VTAIX: AMBFX (2.00) 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 : 10.22 vs. VTAIX (-1.62). AMBFX return over 5 years is better than : 41.12 vs. VTAIX (0.19).
| 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 | 11.528 | 7.786 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 638M | 40,596% |
| Annual Yield % from dividends | 2.00 | 1.87 | 107% |
| Returns for 1 year | 10.22 | -1.62 | -632% |
| Returns for 3 years | 40.75 | 24.04 | 170% |
| Returns for 5 years | 41.12 | 0.19 | 22,208% |
| Returns for 10 years | 77.69 | N/A | - |
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