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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 expense ratio is 0.58%.

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 expense ratio is 0.96%.

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

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