ACEIX vs VGSTX

Both ACEIX and VGSTX are mutual funds. ACEIX has a lower 5-year return than VGSTX (11.23% vs 13.1%). Below is the comparison between ACEIX and VGSTX.

	ACEIX	VGSTX
Security Type	ETF	ETF
Segment	U.S. Balanced: Allocation--50% to 70% Equity	U.S. Balanced: Allocation--50% to 70% Equity
Family	Invesco	Vanguard
Net Assets	$10.39B	$27.60B
Expense Ratio	0.78%	0.00%
Management Style	active	active
Dividend Yield	1.46%	1.39%
Minimum Investment	$1,000.00	$1,000.00
YTD Return	10.35%	4.83%
1-Year Return	7.31%	2.87%
3-Year Return	10.48%	14.04%
5-Year Return	11.23%	13.10%
10-Year Return	8.99%	9.98%

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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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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