ACEIX vs VWENX

Both ACEIX and VWENX are mutual funds. ACEIX has a lower 5-year return than VWENX (11.23% vs 11.84%). ACEIX has a higher expense ratio than VWENX (0.78% vs 0.16%). Below is the comparison between ACEIX and VWENX.

	ACEIX	VWENX
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	$98.31B
Expense Ratio	0.78%	0.16%
Management Style	active	active
Dividend Yield	1.46%	2.01%
Minimum Investment	$1,000.00	$50,000.00
YTD Return	10.35%	6.54%
1-Year Return	7.31%	5.57%
3-Year Return	10.48%	12.65%
5-Year Return	11.23%	11.84%
10-Year Return	8.99%	10.12%

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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VWENX 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.

VWENX performance & returns

YTD Return	6.54%
1-Month Return	5.10%
3-Month Return	5.57%
1-Year Return	5.57%
3-Year Return	12.65%
5-Year Return	11.84%
10-Year Return	10.12%

VWENX expense ratio is 0.16%.

VWENX 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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