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CLVGX vs IFACX

Both CLVGX and IFACX are mutual funds. Below is the comparison between CLVGX and IFACX.

CLVGX IFACX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--70% to 85% Equity U.S. Balanced: Allocation--70% to 85% Equity
Family N/A American Funds
Net Assets N/A $2.83B
Expense Ratio N/A 1.32%
Management Style active active
Dividend Yield N/A 2.25%
Minimum Investment $100,000.00 $1,000.00
YTD Return N/A 10.99%
1-Year Return N/A 2.25%
3-Year Return N/A 8.64%
5-Year Return N/A 7.88%
10-Year Return N/A 8.13%

CLVGX description

null

CLVGX performance & returns

YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
CLVGX expense ratio is N/A.

CLVGX holdings

Top 10 Holdings (5.12% of Total Assets)

Name Symbol % Assets
Virtus Newfleet Multi-Sect Intrmdt Bd R6 N/A 5.12%

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IFACX description

The Fund seeks current income and capital growth secondarily. At least 60% of the funds assets will be invested in common stocks and other equity-type securities. The composition of the funds investments in equity, debt and cash or money market instruments may vary substantially depending on various factors.

IFACX performance & returns

YTD Return 10.99%
1-Month Return 0.35%
3-Month Return 2.25%
1-Year Return 2.25%
3-Year Return 8.64%
5-Year Return 7.88%
10-Year Return 8.13%
IFACX expense ratio is 1.32%.

IFACX holdings

Top 10 Holdings (26.48% of Total Assets)

Name Symbol % Assets
Capital Group Central Cash Fund N/A 9.14%
Microsoft Corp MSFT 2.33%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 1.96%
Pfizer Inc PFE 1.94%
JPMorgan Chase & Co JPM 1.93%
Federal National Mortgage Association 1.5% N/A 1.90%
Philip Morris International Inc PM 1.90%
Federal National Mortgage Association 2.5% N/A 1.82%
Verizon Communications Inc VZ 1.79%
Broadcom Inc AVGO 1.77%

Other relevant IFACX comparisons

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