AWF vs INCE

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Quick Verdict

INCE has a lower expense ratio. INCE delivered stronger 1-year returns. AWF offers more diversification with 707 holdings.

Side-by-Side Comparison

MetricAWFINCE
Fund FamilyAllianceBernstein L.P.Franklin Templeton Investments (US)
Expense Ratio1.00%0.29%
AUM$975M$131M
Dividend Yield6.92%4.82%
Holdings Count1,27382
Inception Date1993-07-282016-09-20
Investment StyleHigh Yield BondLarge Cap Value
1-Month Return+0.31%-1.11%
YTD Return+2.45%+10.97%
1-Year Return+6.85%+21.53%
3-Year Return+9.87%+15.32%
5-Year Return+4.43%+10.59%
10-Year Return+8.63%-
Buy Score6377
Momentum Score3867
Value Score5357

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
707
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AWF or INCE?

AWF has an expense ratio of 1.00% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.

Do AWF and INCE hold the same stocks?

AWF and INCE share 0 common holdings with a 0.0% weight overlap. They hold 707 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AWF or INCE?

Over the past year, AWF returned +6.85% while INCE returned +21.53%. INCE outperformed over this period. Past performance does not guarantee future results.