ACTIX vs VWNAX

Both ACTIX and VWNAX are mutual funds. Below is the comparison between ACTIX and VWNAX.

	ACTIX	VWNAX
Security Type	ETF	ETF
Segment	U.S. Equity: Large Value	U.S. Equity: Large Value
Family	Advisors Capital	Vanguard
Net Assets	$200.00K	$40.28B
Expense Ratio	N/A	0.26%
Management Style	active	active
Dividend Yield	N/A	1.24%
Minimum Investment	$3,000.00	$50,000.00
YTD Return	N/A	14.94%
1-Year Return	N/A	11.29%
3-Year Return	N/A	17.14%
5-Year Return	N/A	15.62%
10-Year Return	N/A	12.53%

ACTIX description

The Fund seeks total return with capital preservation as a secondary objective. The Fund invests at least 80% of its assets in fixed-income securities defined as fixed or floating rate cash equivalents, debt instruments, preferred stock, and exchange-traded funds that primarily invest in the preceding instruments.

ACTIX performance & returns

YTD Return	N/A
1-Month Return	1.00%
3-Month Return	N/A
1-Year Return	N/A
3-Year Return	N/A
5-Year Return	N/A
10-Year Return	N/A

ACTIX expense ratio is N/A.

ACTIX holdings

Top 10 Holdings (29.52% of Total Assets)

Name	Symbol	% Assets
JPMorgan Chase & Co	JPM	3.91%
Wells Fargo & Co	WFC	3.12%
Cisco Systems Inc	CSCO	3.08%
Chevron Corp	CVX	3.03%
Johnson & Johnson	JNJ	2.85%
Bank of America Corporation	BAC	2.76%
Medtronic PLC	MDT	2.75%
Oracle Corp	ORCL	2.73%
Merck & Co Inc	MRK	2.65%
Procter & Gamble Co	PG	2.64%

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VWNAX description

The Fund seeks long-term growth of capital and income. The Fund invests mainly in large- and mid-capitalization companies whose stocks are considered to be undervalued. Undervalued stocks generally trade at prices that are below average in relation to such measures as earnings and book value.

VWNAX performance & returns

YTD Return	14.94%
1-Month Return	5.70%
3-Month Return	11.29%
1-Year Return	11.29%
3-Year Return	17.14%
5-Year Return	15.62%
10-Year Return	12.53%

VWNAX expense ratio is 0.26%.

VWNAX holdings

Top 10 Holdings (24.13% of Total Assets)

Name	Symbol	% Assets
Microsoft Corp	MSFT	6.02%
Apple Inc	AAPL	2.83%
Medtronic PLC	MDT	2.65%
Alphabet Inc A	GOOGL	2.54%
Danaher Corp	DHR	1.87%
Johnson & Johnson	JNJ	1.77%
Procter & Gamble Co	PG	1.70%
Bank of America Corp	BAC	1.68%
Taiwan Semiconductor Manufacturing Co Ltd ADR	TSM.TW	1.54%
Intercontinental Exchange Inc	ICE	1.53%

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