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AVSCX vs VFORX

Both AVSCX and VFORX are mutual funds. AVSCX has a lower 5-year return than VFORX (5.19% vs 13.33%). Below is the comparison between AVSCX and VFORX.

AVSCX VFORX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2040 U.S. Balanced: Target-Date 2040
Family Allianz Global Investors Vanguard
Net Assets N/A $33.11B
Expense Ratio N/A 0.00%
Management Style active active
Dividend Yield N/A 1.49%
Minimum Investment $1,000.00 $1,000.00
YTD Return -2.74% 10.21%
1-Year Return 19.23% 5.72%
3-Year Return 4.48% 12.43%
5-Year Return 5.19% 13.33%
10-Year Return 6.47% 10.78%

AVSCX description

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AVSCX performance & returns

YTD Return -2.74%
1-Month Return 2.41%
3-Month Return 19.23%
1-Year Return 19.23%
3-Year Return 4.48%
5-Year Return 5.19%
10-Year Return 6.47%
AVSCX expense ratio is N/A.

AVSCX holdings

Top 10 Holdings (79.86% of Total Assets)

Name Symbol % Assets
AllianzGI Global Dynamic Allocation R6 ADYFX 33.93%
AllianzGI Best Styles US Equity R6 ALSEX 11.39%
E-mini S&P 500 Futures June20 ESM0 9.93%
AllianzGI Best Styles Glbl Mgd Vol LLLLX 7.17%
AllianzGI Best Styles Global Eq R6 AGERX 6.72%
AllianzGI Mid-Cap Institutional DRMCX 3.18%
AllianzGI Focused Growth R6 AFGFX 3.09%
Allianzgi Instl Multi-Ser Tr N/A 2.25%
AllianzGI Mid-Cap Value R6 ANPRX 2.20%

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VFORX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation.

VFORX performance & returns

YTD Return 10.21%
1-Month Return 2.93%
3-Month Return 5.72%
1-Year Return 5.72%
3-Year Return 12.43%
5-Year Return 13.33%
10-Year Return 10.78%
VFORX expense ratio is N/A.

VFORX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Mkt Idx Inv VTSMX 49.30%
Vanguard Total Intl Stock Index Inv VGTSX 32.56%
Vanguard Total Bond Market II Idx Inv VTBIX 12.14%
Vanguard Total Intl Bd Idx Investor VTIBX 5.24%
Cmt Market Liquidity Rate N/A 0.76%

Other relevant VFORX comparisons

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You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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