AOMIX vs VWELX

Both AOMIX and VWELX are mutual funds. AOMIX has a lower 5-year return than VWELX (9.46% vs 10.99%). Below is the comparison between AOMIX and VWELX.

AOMIX VWELX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--50% to 70% Equity
Family American Century Investments Vanguard
Net Assets $2.20B $15.86B
Expense Ratio 0.00% 0.24%
Management Style active active
Dividend Yield 4.09% 1.71%
Minimum Investment $3,000.00 $3,000.00
YTD Return -5.11% -5.01%
1-Year Return -4.38% -1.68%
3-Year Return 12.23% 13.95%
5-Year Return 9.46% 10.99%
10-Year Return 8.54% 10.43%

AOMIX description

The Fund seeks total return which includes both capital appreciation and income from dividends and interest that is consistent with the asset mix. The Fund seeks to achieve its objective by investing in other American Century mutual funds that represent a variety of asset classes and investment styles.

AOMIX performance & returns

YTD Return -5.11%
1-Month Return -3.43%
3-Month Return -4.38%
1-Year Return -4.38%
3-Year Return 12.23%
5-Year Return 9.46%
10-Year Return 8.54%
AOMIX expense ratio is N/A.

AOMIX holdings

Top 10 Holdings (67.27% of Total Assets)

Name Symbol % Assets
American Century Diversified Bond Inv ADFIX 13.27%
American Century Sustainable Equity Inv AFDIX 9.14%
American Century Large Company Value Inv ALVIX 7.81%
American Century Growth Inv TWCGX 6.43%
American Century Mid Cap Value Inv ACMVX 5.73%
American Century International Gr Inv TWIEX 5.33%
American Century Heritage Inv TWHIX 5.29%
American Century Inflation Adjs Bond Inv ACITX 4.96%
American Century Global Bond Inv AGBVX 4.86%
American Century Equity Growth Inv BEQGX 4.45%

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VWELX description

The Fund seeks conservation of principal, reasonable income and capital appreciation without undue risk, by investing 60% to 70% of its assets in common stocks and 30% to 40% in bonds.

VWELX performance & returns

YTD Return -5.01%
1-Month Return -3.53%
3-Month Return -1.68%
1-Year Return -1.68%
3-Year Return 13.95%
5-Year Return 10.99%
10-Year Return 10.43%
VWELX expense ratio is 0.24%.

VWELX holdings

Top 10 Holdings (23.85% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.98%
Apple Inc AAPL 4.00%
Alphabet Inc A GOOGL 3.50%
McDonald's Corp MCD 1.93%
Pfizer Inc PFE 1.65%
Nestle SA NESN 1.59%
Bank of America Corp BAC 1.57%
Facebook Inc A FB 1.56%
Cisco Systems Inc CSCO 1.54%
JPMorgan Chase & Co JPM 1.53%

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