ABLYX vs SFLNX

Both ABLYX and SFLNX are mutual funds. ABLYX has a lower 5-year return than SFLNX (9.88% vs 15.29%). ABLYX has a higher expense ratio than SFLNX (0.69% vs 0.25%). Below is the comparison between ABLYX and SFLNX.

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ABLYX SFLNX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family American Beacon Schwab Funds
Net Assets $240.12M $6.66B
Expense Ratio 0.69% 0.25%
Management Style active passive (index-based)
30-Day Yield 1.34% 1.85%
Minimum Investment $100,000 $1,000
YTD Return -8.66% -2.35%
1-Year Return -6.93% 18.98%
3-Year Return 8.65% 17.29%
5-Year Return 9.88% 15.29%
10-Year Return 10.34% 13.62%

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 -8.66%
1-Month Return 9.81%
3-Month Return -0.82%
1-Year Return -6.93%
3-Year Return 8.65%
5-Year Return 9.88%
10-Year Return 10.34%
ABLYX expense ratio is 0.69%.

ABLYX holdings

Top 10 Holdings (23.87% of Total Assets)

Name Symbol % Assets
Future on S&P 500 Jun21 N/A 3.09%
State Street Instl US Govt MMkt Slct GVSXX 3.03%
Citigroup Inc C 2.84%
Wells Fargo & Co WFC 2.52%
American International Group Inc AIG 2.36%
JPMorgan Chase & Co JPM 2.30%
Comcast Corp Class A CMCSA 2.26%
Anthem Inc ANTM 1.99%
Goldman Sachs Group Inc GS 1.95%
Hess Corp HES 1.53%

ABLYX pros

The following are ABLYX strengths from our perspective:

  • ABLYX 10-year return is 10.34%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.95%.
  • 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 $240.12 million. This fund is not a popular choice with retail investors.
  • ABLYX 3-year return is 8.65%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 11.93%.
  • ABLYX 5-year return is 9.88%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 12.07%.
  • ABLYX expense ratio is 0.69%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

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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 -2.35%
1-Month Return 0.95%
3-Month Return -0.89%
1-Year Return 18.98%
3-Year Return 17.29%
5-Year Return 15.29%
10-Year Return 13.62%
SFLNX expense ratio is 0.25%.

SFLNX holdings

Top 10 Holdings (16.97% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 3.55%
Exxon Mobil Corp XOM 2.32%
JPMorgan Chase & Co JPM 1.76%
Wells Fargo & Co WFC 1.66%
Microsoft Corp MSFT 1.65%
AT&T Inc T 1.35%
Chevron Corp CVX 1.28%
Citigroup Inc C 1.21%
Bank of America Corp BAC 1.12%
Verizon Communications Inc VZ 1.07%

SFLNX pros

The following are SFLNX strengths from our perspective:

  • SFLNX 3-year return is 17.29%, which is higher than the 3-year return of the benchmark index (Russell RAFI US LC TR USD), 11.93%.
  • SFLNX 5-year return is 15.29%, which is higher than the 5-year return of the benchmark index (Russell RAFI US LC TR USD), 12.07%.
  • SFLNX 10-year return is 13.62%, 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

None that we could think of.

Other relevant SFLNX comparisons

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