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ABALX vs VBIAX
Both ABALX and VBIAX are mutual funds. ABALX has a lower 5-year return than VBIAX (7.17% vs 7.25%). ABALX has a higher expense ratio than VBIAX (0.57% vs 0.07%). Below is the comparison between ABALX and VBIAX.
|Segment||U.S. Balanced: Allocation--50% to 70% Equity||U.S. Balanced: Allocation--50% to 70% Equity|
|Management Style||active||passive (index-based)|
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.
Top 10 Holdings (18.62% of Total Assets)
|UnitedHealth Group Inc||UNH||2.87%|
|The Home Depot Inc||HD||2.23%|
|Berkshire Hathaway Inc A||BRK.A||1.86%|
|Philip Morris International Inc||PM||1.29%|
|United States Treasury Notes 2.25%||N/A||1.18%|
|Taiwan Semiconductor Manufacturing Co Ltd ADR||TSM.TW||1.12%|
|Johnson & Johnson||JNJ||1.03%|
The Fund seeks to track, with respect to 60% of its assets, investment performance of the CRSP US Total Market Index, and with respect to 40% of its assets, investment performance of the Barclays U.S. Aggregate Float Adjusted Index.
Top 10 Holdings (10.49% of Total Assets)
|Facebook Inc A||FB||0.94%|
|Berkshire Hathaway Inc B||BRK.B||0.78%|
|Johnson & Johnson||JNJ||0.75%|
|JPMorgan Chase & Co||JPM||0.7%|
|Exxon Mobil Corp||XOM||0.66%|
|Alphabet Inc A||GOOGL||0.66%|
|Alphabet Inc Class C||GOOG||0.65%|