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ACUIX vs PRFDX

Both ACUIX and PRFDX are mutual funds. ACUIX has a lower 5-year return than PRFDX (8.53% vs 11.29%). ACUIX has a higher expense ratio than PRFDX (1.75% vs 0.65%). Below is the comparison between ACUIX and PRFDX.

ACUIX PRFDX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Columbia Threadneedle N/A
Net Assets $101.30M $14.45B
Expense Ratio 1.75% 0.65%
Management Style active active
Dividend Yield 2.10% 1.72%
Minimum Investment $2,000.00 $2,500.00
YTD Return 15.13% 16.78%
1-Year Return 1.69% -0.36%
3-Year Return 9.72% 10.27%
5-Year Return 8.53% 11.29%
10-Year Return 9.49% 10.67%

ACUIX description

The Fund seeks a high level of current income and growth of income and capital. Under normal market conditions, the Fund will invest at least 80% of its net assets in dividend-paying common and preferred stocks. The Fund may invest up to 25% of its net assets in foreign investments.

ACUIX performance & returns

YTD Return 15.13%
1-Month Return -1.18%
3-Month Return 1.69%
1-Year Return 1.69%
3-Year Return 9.72%
5-Year Return 8.53%
10-Year Return 9.49%
ACUIX expense ratio is 1.75%.

ACUIX holdings

Top 10 Holdings (31.40% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 5.03%
Verizon Communications Inc VZ 3.96%
JPMorgan Chase & Co JPM 3.84%
PepsiCo Inc PEP 2.97%
Chevron Corp CVX 2.92%
AbbVie Inc ABBV 2.86%
Broadcom Inc AVGO 2.78%
Cisco Systems Inc CSCO 2.72%
United Parcel Service Inc Class B UPS 2.18%
Bristol-Myers Squibb Company BMY 2.14%

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PRFDX description

The Fund seeks a high level of dividend income and long-term capital growth primarily through investments in stocks. The Fund invests at least 80% of its net assets in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued.

PRFDX performance & returns

YTD Return 16.78%
1-Month Return -2.71%
3-Month Return -0.36%
1-Year Return -0.36%
3-Year Return 10.27%
5-Year Return 11.29%
10-Year Return 10.67%
PRFDX expense ratio is 0.65%.

PRFDX holdings

Top 10 Holdings (23.68% of Total Assets)

Name Symbol % Assets
Qualcomm Inc QCOM 3.49%
Southern Co SO 2.80%
United Parcel Service Inc Class B UPS 2.76%
Wells Fargo & Co WFC 2.54%
DuPont de Nemours Inc DD 2.29%
Chubb Ltd CB 2.07%
Philip Morris International Inc PM 2.02%
Morgan Stanley MS 1.91%
Weyerhaeuser Co WY 1.90%
Comcast Corp Class A CMCSA 1.90%

Other relevant PRFDX comparisons

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