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Can FPURX, FBALX Beat the "Vanguard 3-Fund Portfolio"
Any Balanced fund that limits its international exposure will have done really well over the past decade+. FPURX and VWELX are the 2 that I spent the most time looking at for my parents. had we moved them to vanguard or Fidelity that is what they'd of got.
Right now we are working on moving about 9 american funds into ABALX...(meh)
VWELX and RLBGX have very similar expense ratios. The expense ratios are 0.26% and 0.25% respectively. RLBGX compares favorably to VWELX over the trailing 3 year, 5 year, and 10 year periods ending Jan. 2025. ABALX also performs well vs. VWELX but can't overcome higher expenses (0.57%) over the trailing 10 year period.
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On your question, we own two Moderate Allocation funds, FBALX and PRWCX.
The only others we would currently consider are FPURX and/or CBLAX.
Right now we are working on moving about 9 american funds into ABALX...(meh)
RLBGX compares favorably to VWELX over the trailing 3 year, 5 year, and 10 year periods ending Jan. 2025.
ABALX also performs well vs. VWELX but can't overcome higher expenses (0.57%) over the trailing 10 year period.
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