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ACBYX vs ABALX
Both ABALX and ACBYX are mutual funds. ABALX has a higher 5-year return than ACBYX (10.89% vs 10.69%). ABALX has a lower expense ratio than ACBYX (0.58% vs 0.96%). Below is the comparison between ABALX and ACBYX.
ABALX | ACBYX | |
---|---|---|
Security Type | ETF | ETF |
Segment | U.S. Balanced: Allocation--50% to 70% Equity | U.S. Balanced: Allocation--50% to 70% Equity |
Family | American Funds | American Beacon |
Net Assets | $92.32B | $34.00M |
Expense Ratio | 0.58% | 0.96% |
Management Style | active | active |
Dividend Yield | 1.28% | 1.73% |
Minimum Investment | $1,000.00 | $100,000.00 |
YTD Return | 5.94% | 10.15% |
1-Year Return | 4.89% | 7.27% |
3-Year Return | 11.39% | 10.49% |
5-Year Return | 10.89% | 10.69% |
10-Year Return | 10.06% | 8.96% |
ABALX description
The Fund seeks to provide conservation of capital, current income, and long-term growth of both capital and income. The Fund invests in a broad range of securities, including common stocks and investment-grade bonds. The Fund also invests in securities issued and guaranteed by the U.S. government.
ABALX performance & returns
YTD Return | 5.94% |
1-Month Return | 4.01% |
3-Month Return | 4.89% |
1-Year Return | 4.89% |
3-Year Return | 11.39% |
5-Year Return | 10.89% |
10-Year Return | 10.06% |
ABALX holdings
Top 10 Holdings (17.74% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Microsoft Corp | MSFT | 3.66% |
UnitedHealth Group Inc | UNH | 2.08% |
Broadcom Inc | AVGO | 2.01% |
Federal National Mortgage Association 2% | N/A | 1.76% |
Philip Morris International Inc | PM | 1.67% |
Taiwan Semiconductor Manufacturing Co Ltd ADR | TSM.TW | 1.57% |
Comcast Corp Class A | CMCSA | 1.33% |
Amazon.com Inc | AMZN | 1.26% |
Pfizer Inc | PFE | 1.22% |
Facebook Inc A | FB | 1.18% |
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ACBYX description
The Fund seeks income and capital appreciation. Under normal circumstances, between 50% and 70% of the Fund's total assets are invested in equity securities and between 30% and 50% of the Fund's total assets are invested in debt securities. The Manager allocates the assets of the Fund among different sub-advisors.
ACBYX performance & returns
YTD Return | 10.15% |
1-Month Return | 2.39% |
3-Month Return | 7.27% |
1-Year Return | 7.27% |
3-Year Return | 10.49% |
5-Year Return | 10.69% |
10-Year Return | 8.96% |
ACBYX holdings
Top 10 Holdings (14.95% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
American International Group Inc | AIG | 2.09% |
Citigroup Inc | C | 1.64% |
Wells Fargo & Co | WFC | 1.52% |
General Electric Co | GE | 1.52% |
Goldman Sachs Group Inc | GS | 1.50% |
S+p500 Emini Fut Dec20 Xcme 20201218 | N/A | 1.44% |
Anthem Inc | ANTM | 1.44% |
UBS RMA Government Money Market | RMGXX | 1.34% |
Medtronic PLC | MDT | 1.28% |
Stanley Black & Decker Inc | SWK | 1.18% |
Other relevant ACBYX comparisons
You may also want to check out the following ACBYX comparisons that investors often look for on Finny
- ACBYX vs VWENX
- ACBYX vs ABALX
- ACBYX vs VBIAX
- ACBYX vs PRWCX
- ACBYX vs FBALX
- ACBYX vs VGSTX
- ACBYX vs FPURX
- ACBYX vs VSMGX
- ACBYX vs VWELX
- ACBYX vs VBAIX
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