ABLYX vs SFLNX

Both ABLYX and SFLNX are mutual funds. ABLYX has a higher expense ratio than SFLNX (0.7% vs 0.25%). Below is the comparison between ABLYX and SFLNX.

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ABLYX SFLNX
Security Type Mutual fund Mutual fund
Finny Score N/A 75
Category Large Value Large Value
Family N/A Schwab Funds
Net Assets $191.80M $6.66B
Expense Ratio 0.70% 0.25%
Management Style active passive (index-based)
30-Day Yield 1.61% 1.85%
Minimum Investment $100,000 $1,000
YTD Return N/A 7.45%
1-Year Return N/A 14.20%
3-Year Return N/A 16.14%
5-Year Return N/A 9.56%
10-Year Return N/A 10.72%

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 N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
ABLYX expense ratio is 0.7%.

ABLYX holdings

Top 10 Holdings (16.00% of Total Assets)

Name Symbol % Assets
Comcast Corp Class A CMCSA 2.40%
Wells Fargo & Co WFC 2.03%
Elevance Health Inc ELV 1.88%
State Street Instl US Govt MMkt Slct GVSXX 1.69%
Merck & Co Inc MRK 1.67%
American International Group Inc AIG 1.65%
Medtronic PLC MDT 1.60%
Citigroup Inc C 1.56%
Fidelity National Information Services Inc FIS 1.51%

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 $191.80 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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SFLNX

SFLNX description

The Fund seeks investment results that correspond generally to the FTSE RAFI US 1000 Index. The Fund will invest at least 90% of its net assets in stocks included in the Index.

SFLNX performance & returns
YTD Return 7.45%
1-Month Return -0.84%
3-Month Return 0.67%
1-Year Return 14.20%
3-Year Return 16.14%
5-Year Return 9.56%
10-Year Return 10.72%
SFLNX expense ratio is 0.25%.

SFLNX holdings

Top 10 Holdings (19.93% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 4.54%
Microsoft Corp MSFT 2.65%
Meta Platforms Inc Class A META 1.97%
JPMorgan Chase & Co JPM 1.93%
Exxon Mobil Corp XOM 1.91%
Berkshire Hathaway Inc Class B BRK.B 1.65%
Intel Corp INTC 1.45%
Amazon.com Inc AMZN 1.30%
Walmart Inc WMT 1.26%
Alphabet Inc Class A GOOGL 1.26%

SFLNX pros

The following are SFLNX strengths from our perspective:

  • SFLNX 3-year return is 15.7%, which is higher than the 3-year return of the benchmark index (Russell RAFI US LC TR USD), 11.93%.
  • SFLNX 10-year return is 11.07%, which is higher than the 10-year return of the benchmark index (Russell RAFI US LC TR USD), 10.95%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

SFLNX cons

The following are SFLNX weaknesses from our perspective:

  • SFLNX 5-year return is 10.28%, which is lower than the 5-year return of the benchmark index (Russell RAFI US LC TR USD), 12.07%.

Other relevant SFLNX comparisons

You may also want to check out the following SFLNX 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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