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AMBFX vs VTARX
AMBFX vs VTARX Comparison
Open Charts AMBFX vs VTARX
American Funds American Balanced F2
Price$37.28
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.61B
Virtus Tactical Allocation R6
Price$11.17
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets639.42M
AMBFX vs VTARX Comparison Chart in %
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AMBFX vs. VTARX commentary
Aug 20, 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 VTARX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 256B vs. VTARX (639M). AMBFX (2.03) and VTARX (2.02) have matching dividends . AMBFX was incepted earlier than VTARX: AMBFX (17 years) vs VTARX (5 years). VTARX (0.76) is less costly to investors than AMBFX (0.35). AMBFX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). AMBFX has a lower initial minimum investment than VTARX: AMBFX (250) vs VTARX (2500000). AMBFX annual gain was more profitable for investors over the last year : 7.03 vs. VTARX (-0.96).
| AMBFX | VTARX | AMBFX / VTARX | |
| Total Expense Ratio | 0.35 | 0.60 | 58% |
| Annual Report Gross Expense Ratio | 0.35 | 0.76 | 46% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 9.443 | 7.496 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 639M | 40,063% |
| Annual Yield % from dividends | 2.03 | 2.02 | 100% |
| Returns for 1 year | 7.03 | -0.96 | -733% |
| Returns for 3 years | 31.41 | 17.32 | 181% |
| Returns for 5 years | 38.96 | N/A | - |
| Returns for 10 years | 74.15 | N/A | - |