ABALX vs VWELX

Both ABALX and VWELX are mutual funds. ABALX has a lower 5-year return than VWELX (9.09% vs 9.81%). ABALX has a higher expense ratio than VWELX (0.59% vs 0.25%). Below is the comparison between ABALX and VWELX.

ABALX VWELX
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--50% to 70% Equity
Issuer American Funds Vanguard
Net Assets $80.13B $14.72B
Expense Ratio 0.59% 0.25%
Management Style active active
Dividend Yield 1.92% 2.34%
Minimum Investment $1,000.00 $3,000.00
YTD Return 7.52% 7.59%
1-Year Return 10.31% 10.24%
3-Year Return 8.50% 9.37%
5-Year Return 9.09% 9.81%
10-Year Return 10.07% 10.02%

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 7.52%
1-Month Return 2.80%
3-Month Return 3.82%
1-Year Return 10.31%
3-Year Return 8.50%
5-Year Return 9.09%
10-Year Return 10.07%
ABALX expense ratio is 0.59%.

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%

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VWELX description

The Fund seeks conservation of principal, reasonable income and capital appreciation without undue risk, by investing 60% to 70% of its assets in common stocks and 30% to 40% in bonds.

VWELX performance & returns

YTD Return 7.59%
1-Month Return 2.78%
3-Month Return 4.57%
1-Year Return 10.24%
3-Year Return 9.37%
5-Year Return 9.81%
10-Year Return 10.02%
VWELX expense ratio is 0.25%.

VWELX holdings

Top 10 Holdings (23.85% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.98%
Apple Inc AAPL 4.00%
Alphabet Inc A GOOGL 3.50%
McDonald's Corp MCD 1.93%
Pfizer Inc PFE 1.65%
Nestle SA NESN 1.59%
Bank of America Corp BAC 1.57%
Facebook Inc A FB 1.56%
Cisco Systems Inc CSCO 1.54%
JPMorgan Chase & Co JPM 1.53%

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