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ACBYX vs VWELX

Both ACBYX and VWELX are mutual funds. ACBYX has a lower 5-year return than VWELX (10.69% vs 11.75%). ACBYX has a higher expense ratio than VWELX (0.96% vs 0.24%). Below is the comparison between ACBYX and VWELX.

ACBYX VWELX
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 $15.64B
Expense Ratio 0.96% 0.24%
Management Style active active
Dividend Yield 1.73% 1.93%
Minimum Investment $100,000.00 $3,000.00
YTD Return 10.15% 6.51%
1-Year Return 7.27% 5.56%
3-Year Return 10.49% 12.56%
5-Year Return 10.69% 11.75%
10-Year Return 8.96% 10.04%

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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VWELX description

The Fund seeks conservation of principal, reasonable income and capital appreciation without undue risk, by investing 60% to 70% of its assets in common stocks and 30% to 40% in bonds.

VWELX performance & returns

YTD Return 6.51%
1-Month Return 5.09%
3-Month Return 5.56%
1-Year Return 5.56%
3-Year Return 12.56%
5-Year Return 11.75%
10-Year Return 10.04%
VWELX expense ratio is 0.24%.

VWELX holdings

Top 10 Holdings (23.85% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.98%
Apple Inc AAPL 4.00%
Alphabet Inc A GOOGL 3.50%
McDonald's Corp MCD 1.93%
Pfizer Inc PFE 1.65%
Nestle SA NESN 1.59%
Bank of America Corp BAC 1.57%
Facebook Inc A FB 1.56%
Cisco Systems Inc CSCO 1.54%
JPMorgan Chase & Co JPM 1.53%

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