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AIVSX vs VFIAX
Both AIVSX and VFIAX are mutual funds. AIVSX has a lower 5-year return than VFIAX (7.53% vs 10.08%). AIVSX has a higher expense ratio than VFIAX (0.57% vs 0.04%). Below is the comparison between AIVSX and VFIAX.
|Segment||U.S. Equity: Large Blend||U.S. Equity: Large Blend|
|Management Style||active||passive (index-based)|
The Fund seeks long-term growth of capital and income. The Fund invests primarily in common stocks, most of which have a history of paying dividends. Although the Fund focuses on investments in medium to larger capitalization companies, its investments are not limited to a particular capitalization size.
Top 10 Holdings (27.15% of Total Assets)
|Facebook Inc A||FB||4.99%|
|Exxon Mobil Corp||XOM||2.16%|
|The Home Depot Inc||HD||1.59%|
|EOG Resources Inc||EOG||1.59%|
The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.
Top 10 Holdings (21.39% of Total Assets)
|Facebook Inc A||FB||1.89%|
|Berkshire Hathaway Inc B||BRK.B||1.63%|
|Johnson & Johnson||JNJ||1.51%|
|JPMorgan Chase & Co||JPM||1.48%|
|Alphabet Inc Class C||GOOG||1.35%|
|Exxon Mobil Corp||XOM||1.32%|
|Alphabet Inc A||GOOGL||1.32%|