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ACEIX vs PRWCX

Both ACEIX and PRWCX are mutual funds. ACEIX has a lower 5-year return than PRWCX (11.23% vs 14.25%). ACEIX has a higher expense ratio than PRWCX (0.78% vs 0.69%). Below is the comparison between ACEIX and PRWCX.

ACEIX PRWCX
Security Type ETF ETF
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--50% to 70% Equity
Family Invesco T. Rowe Price
Net Assets $10.39B $36.51B
Expense Ratio 0.78% 0.69%
Management Style active active
Dividend Yield 1.46% 1.13%
Minimum Investment $1,000.00 N/A
YTD Return 10.35% 7.15%
1-Year Return 7.31% 6.13%
3-Year Return 10.48% 16.65%
5-Year Return 11.23% 14.25%
10-Year Return 8.99% 12.49%

ACEIX description

The Fund seeks the highest possible income consistent with safety of principal. Long-term growth of capital is an important secondary objective. The Fund seeks to achieve its investment objective by investing primarily in income-producing equity securities and investment grade quality debt securities.

ACEIX performance & returns

YTD Return 10.35%
1-Month Return 2.93%
3-Month Return 7.31%
1-Year Return 7.31%
3-Year Return 10.48%
5-Year Return 11.23%
10-Year Return 8.99%
ACEIX expense ratio is 0.78%.

ACEIX holdings

Top 10 Holdings (16.92% of Total Assets)

Name Symbol % Assets
Cognizant Technology Solutions Corp A CTSH 2.00%
Philip Morris International Inc PM 1.97%
General Motors Co GM 1.96%
Morgan Stanley MS 1.68%
US Treasury Note 0.12% N/A 1.64%
Goldman Sachs Group Inc GS 1.63%
CSX Corp CSX 1.59%
General Dynamics Corp GD 1.50%
Johnson Controls International PLC JCI 1.49%
Wells Fargo & Co WFC 1.46%

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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%

Other relevant PRWCX comparisons

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