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ACBYX vs VGSTX

Both ACBYX and VGSTX are mutual funds. ACBYX has a lower 5-year return than VGSTX (10.69% vs 13.1%). Below is the comparison between ACBYX and VGSTX.

ACBYX VGSTX
Security Type ETF ETF
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--50% to 70% Equity
Family American Beacon Vanguard
Net Assets $34.00M $27.60B
Expense Ratio 0.96% 0.00%
Management Style active active
Dividend Yield 1.73% 1.39%
Minimum Investment $100,000.00 $1,000.00
YTD Return 10.15% 4.83%
1-Year Return 7.27% 2.87%
3-Year Return 10.49% 14.04%
5-Year Return 10.69% 13.10%
10-Year Return 8.96% 9.98%

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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VGSTX description

The Fund seeks balanced return of growth and income by investing in ten other Vanguard Funds. The Fund is designed specifically for tax advantaged accounts such as IRAs and Keoghs.

VGSTX performance & returns

YTD Return 4.83%
1-Month Return 3.00%
3-Month Return 2.87%
1-Year Return 2.87%
3-Year Return 14.04%
5-Year Return 13.10%
10-Year Return 9.98%
VGSTX expense ratio is N/A.

VGSTX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Windsorâ„¢ II Inv VWNFX 14.07%
Vanguard Short-Term Investment-Grade Inv VFSTX 12.55%
Vanguard GNMA Inv VFIIX 12.55%
Vanguard Long-Term Investment-Grade Inv VWESX 12.44%
Vanguard US Growth Investor VWUSX 12.33%
Vanguard International Growth Inv VWIGX 9.69%
Vanguard International Value Inv VTRIX 9.07%
Vanguard Windsorâ„¢ Inv VWNDX 7.33%
Vanguard PRIMECAP Inv VPMCX 6.19%
Vanguard Explorer Inv VEXPX 3.78%

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