ABALX vs AMECX

Both ABALX and AMECX are mutual funds. ABALX has a higher 5-year return than AMECX (8.5% vs 6.24%). ABALX has a lower expense ratio than AMECX (0.57% vs 0.58%). Below is the comparison between ABALX and AMECX.

ABALX AMECX
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--70% to 85% Equity
Issuer American Funds American Funds
Net Assets $77.53B $77.07B
Expense Ratio 0.57% 0.58%
Management Style active active
Dividend Yield 1.91% 3.20%
Minimum Investment $1,000.00 $1,000.00
YTD Return 3.77% -2.46%
1-Year Return 11.30% 5.30%
3-Year Return 8.76% 5.52%
5-Year Return 8.50% 6.24%
10-Year Return 10.13% 8.31%

ABALX description

The Fund seeks to provide conservation of capital, current income, and long-term growth of both capital and income. The Fund invests in a broad range of securities, including common stocks and investment-grade bonds. The Fund also invests in securities issued and guaranteed by the U.S. government.

ABALX performance & returns

YTD Return 3.77%
1-Month Return 3.33%
3-Month Return 9.00%
1-Year Return 11.30%
3-Year Return 8.76%
5-Year Return 8.50%
10-Year Return 10.13%
ABALX expense ratio is 0.57%.

ABALX holdings

Top 10 Holdings (19.16% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 3.96%
UnitedHealth Group Inc UNH 2.8099999%
Philip Morris International Inc PM 1.97%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 1.87%
Berkshire Hathaway Inc A BRK.A 1.78%
Broadcom Inc AVGO 1.59%
Amazon.com Inc AMZN 1.47%
JPMorgan Chase & Co JPM 1.2999999%
Pfizer Inc PFE 1.24%
Cigna Corp CI 1.17%

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AMECX description

The Fund seeks current income and capital growth secondarily. At least 60% of the funds assets will be invested in common stocks and other equity-type securities. The composition of the funds investments in equity, debt and cash or money market instruments may vary substantially depending on various factors.

AMECX performance & returns

YTD Return -2.46%
1-Month Return 4.84%
3-Month Return 9.80%
1-Year Return 5.30%
3-Year Return 5.52%
5-Year Return 6.24%
10-Year Return 8.31%
AMECX expense ratio is 0.58%.

AMECX holdings

Top 10 Holdings (18.40% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 2.6700001%
JPMorgan Chase & Co JPM 2.07%
Philip Morris International Inc PM 1.96%
AstraZeneca PLC AZN.L 1.77%
CME Group Inc Class A CME 1.76%
Pfizer Inc PFE 1.68%
Lockheed Martin Corp LMT 1.67%
Verizon Communications Inc VZ 1.65%
Enel SpA ENEL.MI 1.6%
Merck & Co Inc MRK 1.5700001%

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