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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.
|Segment||U.S. Balanced: Allocation--50% to 70% Equity||U.S. Balanced: Allocation--50% to 70% Equity|
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 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.
Top 10 Holdings (19.00% of Total Assets)
|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%|
|Comcast Corp Class A||CMCSA||1.62%|
|Prudential Financial Inc||PRU||1.22%|