ABLYX vs PRFDX

Both ABLYX and PRFDX are mutual funds. ABLYX has a higher 5-year return than PRFDX (12.8% vs 12.21%). ABLYX has a higher expense ratio than PRFDX (0.7% vs 0.63%). Below is the comparison between ABLYX and PRFDX.

Together with FinMasters
Stock Wars
Pick any two stocks and find out how much money each would've made you had you purchased them at the same time.
ABLYX PRFDX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family American Beacon T. Rowe Price
Net Assets $217.07M $9.25B
Expense Ratio 0.70% 0.63%
Management Style active active
30-Day Yield 1.72% 1.86%
Minimum Investment $100,000 $2,500
YTD Return 13.72% 13.38%
1-Year Return 68.00% 60.36%
3-Year Return 11.21% 10.50%
5-Year Return 12.80% 12.21%
10-Year Return 10.83% 10.11%

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

You may also want to check out the following ABLYX comparisons that investors often look for on Finny

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

PRFDX

PRFDX description

The Fund seeks a high level of dividend income and long-term capital growth primarily through investments in stocks. The Fund invests at least 80% of its net assets in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued.

PRFDX performance & returns

YTD Return 13.38%
1-Month Return 6.72%
3-Month Return 13.38%
1-Year Return 60.36%
3-Year Return 10.50%
5-Year Return 12.21%
10-Year Return 10.11%
PRFDX expense ratio is 0.63%.

PRFDX holdings

Top 10 Holdings (25.32% of Total Assets)

Name Symbol % Assets
WFC WFC 3.32%
JPM JPM 3.10%
GE GE 2.90%
SO SO 2.50%
DD DD 2.50%
QCOM QCOM 2.39%
MET MET 2.22%
DWDP DWDP 2.14%
UPS UPS 2.13%
FP FP 2.13%

PRFDX pros

The following are PRFDX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

PRFDX cons

The following are PRFDX weaknesses from our perspective:

  • PRFDX expense ratio is 0.63%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant PRFDX comparisons

You may also want to check out the following PRFDX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.