Both ABLYX and FEQIX are mutual funds. ABLYX has a higher 5-year return than FEQIX (12.8% vs 12.24%). ABLYX has a higher expense ratio than FEQIX (0.7% vs 0.57%). Below is the comparison between ABLYX and FEQIX.
| ABLYX | FEQIX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Category | Large Value | Large Value |
| Family | American Beacon | Fidelity Investments |
| Net Assets | $217.07M | $6.55B |
| Expense Ratio | 0.70% | 0.57% |
| Management Style | active | active |
| 30-Day Yield | 1.72% | 1.72% |
| Minimum Investment | $100,000 | $2,500 |
| YTD Return | 13.72% | 9.06% |
| 1-Year Return | 68.00% | 49.40% |
| 3-Year Return | 11.21% | 12.61% |
| 5-Year Return | 12.80% | 12.24% |
| 10-Year Return | 10.83% | 9.82% |
ABLYX
ABLYX description
The Fund seeks long-term capital appreciation and current income by typically investing in equity securities of U.S. companies with market capitalizations of $5 billion or more at the time of investment.
ABLYX performance & returns
| YTD Return | 13.72% |
| 1-Month Return | 6.30% |
| 3-Month Return | 13.72% |
| 1-Year Return | 68.00% |
| 3-Year Return | 11.21% |
| 5-Year Return | 12.80% |
| 10-Year Return | 10.83% |
ABLYX holdings
Top 10 Holdings (25.55% of Total Assets)
ABLYX pros
The following are ABLYX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
Other relevant ABLYX comparisons
You may also want to check out the following ABLYX comparisons that investors often look for on Finny
- ABLYX vs DODGX
- ABLYX vs AWSHX
- ABLYX vs AMRMX
- ABLYX vs GSFTX
- ABLYX vs MADVX
- ABLYX vs PRFDX
- ABLYX vs NBPIX
- ABLYX vs SFLNX
- ABLYX vs DHLRX
- ABLYX vs FEQIX
FEQIX
FEQIX description
The Fund seeks reasonable income and will also consider the potential for capital appreciation. Under normal market conditions, the Fund invests at least 80% of its assets in equity securities and primarily in income-producing equity securities, which tends to lead to investments in large cap "value" stocks.
FEQIX performance & returns
| YTD Return | 9.06% |
| 1-Month Return | 5.22% |
| 3-Month Return | 9.06% |
| 1-Year Return | 49.40% |
| 3-Year Return | 12.61% |
| 5-Year Return | 12.24% |
| 10-Year Return | 9.82% |
FEQIX holdings
Top 10 Holdings (28.92% of Total Assets)
FEQIX pros
The following are FEQIX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
FEQIX cons
The following are FEQIX weaknesses from our perspective:
- FEQIX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant FEQIX comparisons
You may also want to check out the following FEQIX comparisons that investors often look for on Finny
- FEQIX vs DODGX
- FEQIX vs AWSHX
- FEQIX vs AMRMX
- FEQIX vs GSFTX
- FEQIX vs MADVX
- FEQIX vs PRFDX
- FEQIX vs NBPIX
- FEQIX vs SFLNX
- FEQIX vs DHLRX
- FEQIX vs DSEEX