Get comparisons, analyses and forecasts for stocks, ETFs & funds
ABALX vs VFIAX
Both ABALX and VFIAX are mutual funds. ABALX has a lower 5-year return than VFIAX (11.23% vs 17.19%). ABALX has a higher expense ratio than VFIAX (0.58% vs 0.04%). Below is the comparison between ABALX and VFIAX.
ABALX | VFIAX | |
---|---|---|
Segment | U.S. Balanced: Allocation--50% to 70% Equity | U.S. Equity: Large Blend |
Issuer | American Funds | Vanguard |
Net Assets | $88.07B | $359.55B |
Expense Ratio | 0.58% | 0.04% |
Management Style | active | passive (index-based) |
Dividend Yield | 1.32% | 1.53% |
Minimum Investment | $1,000.00 | $10,000.00 |
YTD Return | 0.60% | 0.39% |
1-Year Return | 6.12% | 8.62% |
3-Year Return | 8.18% | 12.71% |
5-Year Return | 11.23% | 17.19% |
10-Year Return | 9.77% | 13.57% |
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 | 0.60% |
1-Month Return | 1.67% |
3-Month Return | 6.12% |
1-Year Return | 6.12% |
3-Year Return | 8.18% |
5-Year Return | 11.23% |
10-Year Return | 9.77% |
ABALX holdings
Top 10 Holdings (17.74% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Microsoft Corp | MSFT | 3.66% |
UnitedHealth Group Inc | UNH | 2.08% |
Broadcom Inc | AVGO | 2.01% |
Federal National Mortgage Association 2% | N/A | 1.76% |
Philip Morris International Inc | PM | 1.67% |
Taiwan Semiconductor Manufacturing Co Ltd ADR | TSM.TW | 1.57% |
Comcast Corp Class A | CMCSA | 1.33% |
Amazon.com Inc | AMZN | 1.26% |
Pfizer Inc | PFE | 1.22% |
Facebook Inc A | FB | 1.18% |
Other relevant ABALX comparisons
You may also want to check out the following ABALX comparisons that investors often look for on Finny
- ABALX vs AMECX
- ABALX vs FBALX
- ABALX vs FBALX
- ABALX vs VBIAX
- ABALX vs BALFX
- ABALX vs VOO
- ABALX vs FBALX
- ABALX vs FBALX
- ABALX vs FBALX
- ABALX vs FBALX
VFIAX description
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.
VFIAX performance & returns
YTD Return | 0.39% |
1-Month Return | 2.12% |
3-Month Return | 8.62% |
1-Year Return | 8.62% |
3-Year Return | 12.71% |
5-Year Return | 17.19% |
10-Year Return | 13.57% |
VFIAX holdings
Top 10 Holdings (27.80% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Apple Inc | AAPL | 6.65% |
Microsoft Corp | MSFT | 5.68% |
Amazon.com Inc | AMZN | 4.79% |
Facebook Inc A | FB | 2.25% |
Alphabet Inc A | GOOGL | 1.57% |
Alphabet Inc Class C | GOOG | 1.54% |
Berkshire Hathaway Inc Class B | BRK.B | 1.48% |
Johnson & Johnson | JNJ | 1.40% |
Procter & Gamble Co | PG | 1.24% |
Visa Inc Class A | V | 1.20% |
Other relevant VFIAX comparisons
You may also want to check out the following VFIAX comparisons that investors often look for on Finny
- VFIAX vs PREIX
- VFIAX vs VTI
- VFIAX vs VOOG
- VFIAX vs SWPPX
- VFIAX vs VTRLX
- VFIAX vs FNILX
- VFIAX vs VOO
- VFIAX vs VOO
- VFIAX vs VOO
- VFIAX vs VTSMX
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.