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ABALX vs VFIAX
Both ABALX and VFIAX are mutual funds. ABALX has a lower 5-year return than VFIAX (7.17% vs 10.08%). ABALX has a higher expense ratio than VFIAX (0.57% vs 0.04%). Below is the comparison between ABALX and VFIAX.
|Segment||U.S. Balanced: Allocation--50% to 70% Equity||U.S. Equity: Large Blend|
|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 the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.
Top 10 Holdings (21.39% of Total Assets)
|Facebook Inc A||FB||1.89%|
|Berkshire Hathaway Inc B||BRK.B||1.63%|
|Johnson & Johnson||JNJ||1.51%|
|JPMorgan Chase & Co||JPM||1.48%|
|Alphabet Inc Class C||GOOG||1.35%|
|Exxon Mobil Corp||XOM||1.32%|
|Alphabet Inc A||GOOGL||1.32%|