ABALX vs VWELX

Both ABALX and VWELX are mutual funds. ABALX has a lower 5-year return than VWELX (7.17% vs 7.49%). ABALX has a higher expense ratio than VWELX (0.57% 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 $71.59B $16.74B
Expense Ratio 0.57% 0.25%
Management Style active active
Dividend Yield 1.90% 2.65%
Minimum Investment $1,000 $3,000
YTD Return 11.55% 14.59%
1-Year Return 4.36% 6.91%
3-Year Return 8.40% 9.31%
5-Year Return 7.17% 7.49%
10-Year Return 10.13% 9.88%

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 returns

YTD Return 11.55%
1-Month Return -0.94%
3-Month Return 4.38%
1-Year Return 4.36%
3-Year Return 8.40%
5-Year Return 7.17%
10-Year Return 10.13%
ABALX expense ratio is 0.57%.

ABALX holdings

Top 10 Holdings (18.62% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.45%
UnitedHealth Group Inc UNH 2.87%
The Home Depot Inc HD 2.23%
Berkshire Hathaway Inc A BRK.A 1.86%
Broadcom Inc AVGO 1.34%
Philip Morris International Inc PM 1.29%
Intel Corp INTC 1.25%
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%

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 returns

YTD Return 14.59%
1-Month Return -0.17%
3-Month Return 5.29%
1-Year Return 6.91%
3-Year Return 9.31%
5-Year Return 7.49%
10-Year Return 9.88%
VWELX expense ratio is 0.25%.

VWELX holdings

Top 10 Holdings (19.00% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 2.97%
Verizon Communications Inc VZ 2.47%
JPMorgan Chase & Co JPM 2.17%
Bank of America Corporation BAC 2.09%
Alphabet Inc A GOOGL 1.91%
Chevron Corp CVX 1.85%
Comcast Corp Class A CMCSA 1.62%
Chubb Ltd CB 1.45%
Intel Corp INTC 1.25%
Prudential Financial Inc PRU 1.22%
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