GBLAX vs WASAX

Both GBLAX and WASAX are mutual funds. GBLAX has a lower 5-year return than WASAX (7.68% vs 10.94%). GBLAX has a lower expense ratio than WASAX (0.82% vs 1.07%). Below is the comparison between GBLAX and WASAX.

GBLAX WASAX
Security Type Mutual fund Mutual fund
Segment International Balanced: World Allocation International Balanced: World Allocation
Family American Funds Ivy Funds
Net Assets $6.41B $1.65B
Expense Ratio 0.82% 1.07%
Management Style active active
Dividend Yield 1.75% 2.25%
Minimum Investment $1,000.00 $3,000.00
YTD Return -2.99% -3.61%
1-Year Return -2.09% -1.93%
3-Year Return 9.77% 13.19%
5-Year Return 7.68% 10.94%
10-Year Return 7.27% 6.77%

GBLAX description

The Fund seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. It will maintain at least 45% of its assets in common stocks and other equity investments and will also invest at least 25% of its assets in bonds and other debt securities.

GBLAX performance & returns

YTD Return -2.99%
1-Month Return -1.32%
3-Month Return -2.09%
1-Year Return -2.09%
3-Year Return 9.77%
5-Year Return 7.68%
10-Year Return 7.27%
GBLAX expense ratio is 0.82%.

GBLAX holdings

Top 10 Holdings (17.23% of Total Assets)

Name Symbol % Assets
Broadcom Inc AVGO 2.83%
Microsoft Corp MSFT 2.21%
Netflix Inc NFLX 1.93%
Abbott Laboratories ABT 1.84%
E.ON SE EOAN.DE 1.50%
Gilead Sciences Inc GILD 1.46%
Facebook Inc A FB 1.42%
Alibaba Group Holding Ltd Ordinary Shares 09988 1.39%
Novartis AG NOVN 1.37%
Daiichi Sankyo Co Ltd 4568 1.28%

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WASAX description

The Fund seeks high total return over the long term by allocating its assets among stocks, bonds, and short-term instruments. Within each of these classes, the Fund may invest in both domestic and foreign securities.

WASAX performance & returns

YTD Return -3.61%
1-Month Return -1.75%
3-Month Return -1.93%
1-Year Return -1.93%
3-Year Return 13.19%
5-Year Return 10.94%
10-Year Return 6.77%
WASAX expense ratio is 1.07%.

WASAX holdings

Top 10 Holdings (25.00% of Total Assets)

Name Symbol % Assets
Gold N/A 6.14%
Microsoft Corp MSFT 2.99%
Amazon.com Inc AMZN.TW 2.97%
Taiwan Semiconductor Manufacturing Co Ltd 2330 2.59%
Visa Inc Class A V 1.98%
Adobe Inc ADBE.BO 1.91%
Reliance Industries Ltd RELIANCE 1.72%
Intuit Inc INTU 1.62%
Qualcomm Inc QCOM 1.60%
Apple Inc AAPL 1.48%

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