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ACEIX vs VWELX

Both ACEIX and VWELX are mutual funds. ACEIX has a lower 5-year return than VWELX (11.23% vs 11.75%). ACEIX has a higher expense ratio than VWELX (0.78% vs 0.24%). Below is the comparison between ACEIX and VWELX.

ACEIX VWELX
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 $15.64B
Expense Ratio 0.78% 0.24%
Management Style active active
Dividend Yield 1.46% 1.93%
Minimum Investment $1,000.00 $3,000.00
YTD Return 10.35% 6.51%
1-Year Return 7.31% 5.56%
3-Year Return 10.48% 12.56%
5-Year Return 11.23% 11.75%
10-Year Return 8.99% 10.04%

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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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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