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AMBFX vs VTARX
AMBFX vs VTARX Comparison
Open Charts AMBFX vs VTARX
American Funds American Balanced F2
Price$38.48
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Virtus Tactical Allocation R6
Price$11.12
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets632.24M
AMBFX vs VTARX Comparison Chart in %
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AMBFX vs. VTARX commentary
Sep 28, 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 Hold and VTARX is a Hold.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 263B vs. VTARX (632M). VTARX (2.02) and AMBFX (2.00) 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 : 8.38 vs. VTARX (-4.57).
| 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 | 13.342 | 7.519 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 632M | 41,614% |
| Annual Yield % from dividends | 2.00 | 2.02 | 99% |
| Returns for 1 year | 8.38 | -4.57 | -183% |
| Returns for 3 years | 52.36 | 32.67 | 160% |
| Returns for 5 years | 45.94 | N/A | - |
| Returns for 10 years | 85.39 | N/A | - |
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