ANCFX vs VFIAX

Both ANCFX and VFIAX are mutual funds. ANCFX has a lower 5-year return than VFIAX (16.02% vs 18.41%). ANCFX has a higher expense ratio than VFIAX (0.61% vs 0.04%). Below is the comparison between ANCFX and VFIAX.

ANCFX VFIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family American Funds Vanguard
Net Assets $66.23B $410.66B
Expense Ratio 0.61% 0.04%
Management Style active passive (index-based)
Dividend Yield 1.36% 1.33%
Minimum Investment $1,000.00 $10,000.00
YTD Return 19.09% 22.36%
1-Year Return 4.05% 4.41%
3-Year Return 17.44% 20.26%
5-Year Return 16.02% 18.41%
10-Year Return 14.82% 16.16%

ANCFX description

The Fund seeks to provide income over time by investing primarily in common stocks of large, established companies that offer growth potential at reasonable prices. The Fund may also invest significantly in non-US securities.

ANCFX performance & returns

YTD Return 19.09%
1-Month Return 3.14%
3-Month Return 4.05%
1-Year Return 4.05%
3-Year Return 17.44%
5-Year Return 16.02%
10-Year Return 14.82%
ANCFX expense ratio is 0.61%.

ANCFX holdings

Top 10 Holdings (28.95% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.96%
Capital Group Central Cash Fund N/A 4.36%
Broadcom Inc AVGO 3.84%
Amazon.com Inc AMZN 3.67%
Facebook Inc A FB 2.91%
UnitedHealth Group Inc UNH 2.20%
Comcast Corp Class A CMCSA 1.99%
Philip Morris International Inc PM 1.86%
Netflix Inc NFLX 1.76%
Altria Group Inc MO 1.40%

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VFIAX description

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.

VFIAX performance & returns

YTD Return 22.36%
1-Month Return 3.49%
3-Month Return 4.41%
1-Year Return 4.41%
3-Year Return 20.26%
5-Year Return 18.41%
10-Year Return 16.16%
VFIAX expense ratio is 0.04%.

VFIAX holdings

Top 10 Holdings (27.80% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.65%
Microsoft Corp MSFT 5.68%
Amazon.com Inc AMZN 4.79%
Facebook Inc A FB 2.25%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.48%
Johnson & Johnson JNJ 1.40%
Procter & Gamble Co PG 1.24%
Visa Inc Class A V 1.20%

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