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BCGTX vs ABALX

Both ABALX and BCGTX are mutual funds. ABALX has a higher 5-year return than BCGTX (10.82% vs 5.43%). Below is the comparison between ABALX and BCGTX.

ABALX BCGTX
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 Funds Sterling Capital Funds
Net Assets $98.62B N/A
Expense Ratio 0.58% N/A
Management Style active active
Dividend Yield 1.23% N/A
Minimum Investment $1,000.00 $1,000,000.00
YTD Return 10.62% 1.66%
1-Year Return 3.58% 9.90%
3-Year Return 11.41% 3.19%
5-Year Return 10.82% 5.43%
10-Year Return 10.55% N/A

ABALX description

The Fund seeks to provide conservation of capital, current income, and long-term growth of both capital and income. The Fund invests in a broad range of securities, including common stocks and investment-grade bonds. The Fund also invests in securities issued and guaranteed by the U.S. government.

ABALX performance & returns

YTD Return 10.62%
1-Month Return 1.13%
3-Month Return 3.58%
1-Year Return 3.58%
3-Year Return 11.41%
5-Year Return 10.82%
10-Year Return 10.55%
ABALX expense ratio is 0.58%.

ABALX holdings

Top 10 Holdings (17.74% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 3.66%
UnitedHealth Group Inc UNH 2.08%
Broadcom Inc AVGO 2.01%
Federal National Mortgage Association 2% N/A 1.76%
Philip Morris International Inc PM 1.67%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 1.57%
Comcast Corp Class A CMCSA 1.33%
Amazon.com Inc AMZN 1.26%
Pfizer Inc PFE 1.22%
Facebook Inc A FB 1.18%

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BCGTX description

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BCGTX performance & returns

YTD Return 1.66%
1-Month Return 2.51%
3-Month Return 9.90%
1-Year Return 9.90%
3-Year Return 3.19%
5-Year Return 5.43%
10-Year Return N/A
BCGTX expense ratio is N/A.

BCGTX holdings

Top 10 Holdings (100.16% of Total Assets)

Name Symbol % Assets
Sterling Capital Total Return Bond I BIBTX 39.12%
Sterling Capital Behavioral Intl Eq Inst SBIIX 29.74%
Sterling Capital Special Opps Inst BOPIX 15.55%
Sterling Capital Equity Income Instl BEGIX 15.21%
Federated Hermes Treasury Obl IS TOIXX 0.54%

Other relevant BCGTX comparisons

You may also want to check out the following BCGTX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

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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