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ACBYX vs PRWCX

Both ACBYX and PRWCX are mutual funds. ACBYX has a lower 5-year return than PRWCX (10.69% vs 14.25%). ACBYX has a higher expense ratio than PRWCX (0.96% vs 0.69%). Below is the comparison between ACBYX and PRWCX.

ACBYX PRWCX
Security Type ETF ETF
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--50% to 70% Equity
Family American Beacon T. Rowe Price
Net Assets $34.00M $36.51B
Expense Ratio 0.96% 0.69%
Management Style active active
Dividend Yield 1.73% 1.13%
Minimum Investment $100,000.00 N/A
YTD Return 10.15% 7.15%
1-Year Return 7.27% 6.13%
3-Year Return 10.49% 16.65%
5-Year Return 10.69% 14.25%
10-Year Return 8.96% 12.49%

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%

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PRWCX description

The Fund seeks long-term capital appreciation by investing primarily in the common stocks of established U.S. companies. Common stocks typically constitute at least half of total assets. The remaining assets are invested in other securities, including convertible securities, corporate and government debt.

PRWCX performance & returns

YTD Return 7.15%
1-Month Return 4.49%
3-Month Return 6.13%
1-Year Return 6.13%
3-Year Return 16.65%
5-Year Return 14.25%
10-Year Return 12.49%
PRWCX expense ratio is 0.69%.

PRWCX holdings

Top 10 Holdings (39.67% of Total Assets)

Name Symbol % Assets
T. Rowe Price Gov. Reserve N/A 9.03%
Microsoft Corp MSFT 5.47%
General Electric Co GE 4.01%
American Electric Power Co Inc AEP 3.50%
Amazon.com Inc AMZN 3.31%
Alphabet Inc Class C GOOG 3.19%
Fiserv Inc FISV 2.99%
Marsh & McLennan Companies Inc MMC 2.86%
PNC Financial Services Group Inc PNC 2.71%
Humana Inc HUM 2.60%

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