ABLYX vs FEQIX

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.

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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 expense ratio is 0.7%.

ABLYX holdings

Top 10 Holdings (25.55% of Total Assets)

Name Symbol % Assets
GVSXX GVSXX 3.39%
C C 3.23%
C C 3.08%
JPM JPM 2.46%
WFC WFC 2.37%
JPM JPM 2.36%
AIG AIG 2.28%
GS GS 2.17%
WFC WFC 2.12%
GS GS 2.10%

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.

ABLYX cons

The following are ABLYX weaknesses from our perspective:

  • ABLYX net assets are $217.07 million. This fund is not a popular choice with retail investors.
  • ABLYX expense ratio is 0.7%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant ABLYX comparisons

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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 expense ratio is 0.57%.

FEQIX holdings

Top 10 Holdings (28.92% of Total Assets)

Name Symbol % Assets
JPM JPM 3.95%
CSCO CSCO 3.24%
DIS DIS 3.06%
PG PG 3.05%
BAC BAC 2.70%
UPS UPS 2.67%
VZ VZ 2.63%
BAC BAC 2.62%
CB CB 2.61%
UTX UTX 2.39%

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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