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ACEVX vs CIVIX

Both ACEVX and CIVIX are mutual funds. ACEVX has a lower 5-year return than CIVIX (7.66% vs 8.82%). ACEVX has a higher expense ratio than CIVIX (1.21% vs 0.88%). Below is the comparison between ACEVX and CIVIX.

ACEVX CIVIX
Security Type ETF ETF
Segment International Equity: Foreign Large Value International Equity: Foreign Large Value
Family American Century Investments Causeway
Net Assets $15.30M $5.37B
Expense Ratio 1.21% 0.88%
Management Style active active
Dividend Yield 2.10% 1.29%
Minimum Investment $3,000.00 $1,000,000.00
YTD Return 8.16% 9.05%
1-Year Return 3.18% 5.04%
3-Year Return 3.27% 4.90%
5-Year Return 7.66% 8.82%
10-Year Return 3.83% 5.23%

ACEVX description

The Fund seeks long-term capital growth by investing at least 80% of the value of its net assets in equity securities and at least 65% of net assets in securities of issuers from a minimum of three countries outside the United States.

ACEVX performance & returns

YTD Return 8.16%
1-Month Return 2.35%
3-Month Return 3.18%
1-Year Return 3.18%
3-Year Return 3.27%
5-Year Return 7.66%
10-Year Return 3.83%
ACEVX expense ratio is 1.21%.

ACEVX holdings

Top 10 Holdings (18.20% of Total Assets)

Name Symbol % Assets
iShares MSCI EAFE Value ETF EFV 2.64%
GlaxoSmithKline PLC GSK.L 2.14%
Rio Tinto PLC RIO.L 2.10%
Novartis AG NOVN 1.98%
Toyota Motor Corp 7203 1.68%
Total SE FP.PA 1.62%
Zurich Insurance Group AG ZURN 1.59%
Iberdrola SA IBE.BC 1.57%
BHP Group PLC BHP.L 1.46%
KONE Oyj Class B KNEBV 1.42%

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CIVIX description

The Fund seeks long-term growth of capital and income by investing primarily in the common stocks of companies in developed countries located outside the United States.

CIVIX performance & returns

YTD Return 9.05%
1-Month Return 1.55%
3-Month Return 5.04%
1-Year Return 5.04%
3-Year Return 4.90%
5-Year Return 8.82%
10-Year Return 5.23%
CIVIX expense ratio is 0.88%.

CIVIX holdings

Top 10 Holdings (32.19% of Total Assets)

Name Symbol % Assets
Volkswagen AG Participating Preferred VOW3.DE 4.39%
Basf SE BAS.DE 3.74%
UniCredit SpA UCG.MI 3.56%
Samsung Electronics Co Ltd 005930.KS 3.27%
Fanuc Corp 6954 3.11%
ING Groep NV INGA 3.10%
Novartis AG NOVN 2.95%
ABB Ltd ABBN 2.74%
Takeda Pharmaceutical Co Ltd 4502 2.71%
British American Tobacco PLC BATS.L 2.62%

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