ABLYX vs GSFTX

Both ABLYX and GSFTX are mutual funds. ABLYX has a lower 5-year return than GSFTX (9.88% vs 11.53%). ABLYX has a higher expense ratio than GSFTX (0.69% vs 0.65%). Below is the comparison between ABLYX and GSFTX.

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ABLYX GSFTX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family American Beacon Columbia Threadneedle
Net Assets $240.12M $17.25B
Expense Ratio 0.69% 0.65%
Management Style active active
30-Day Yield 1.34% 1.74%
Minimum Investment $100,000 N/A
YTD Return -8.66% -8.35%
1-Year Return -6.93% -6.03%
3-Year Return 8.65% 8.99%
5-Year Return 9.88% 11.53%
10-Year Return 10.34% 12.06%

ABLYX

ABLYX description

The Fund seeks long-term capital appreciation and current income by typically investing in equity securities of U.S. companies with market capitalizations of $5 billion or more at the time of investment.

ABLYX performance & returns

YTD Return -8.66%
1-Month Return 9.81%
3-Month Return -0.82%
1-Year Return -6.93%
3-Year Return 8.65%
5-Year Return 9.88%
10-Year Return 10.34%
ABLYX expense ratio is 0.69%.

ABLYX holdings

Top 10 Holdings (23.87% of Total Assets)

Name Symbol % Assets
Future on S&P 500 Jun21 N/A 3.09%
State Street Instl US Govt MMkt Slct GVSXX 3.03%
Citigroup Inc C 2.84%
Wells Fargo & Co WFC 2.52%
American International Group Inc AIG 2.36%
JPMorgan Chase & Co JPM 2.30%
Comcast Corp Class A CMCSA 2.26%
Anthem Inc ANTM 1.99%
Goldman Sachs Group Inc GS 1.95%
Hess Corp HES 1.53%

ABLYX pros

The following are ABLYX strengths from our perspective:

  • ABLYX 10-year return is 10.34%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.95%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

ABLYX cons

The following are ABLYX weaknesses from our perspective:

  • ABLYX net assets are $240.12 million. This fund is not a popular choice with retail investors.
  • ABLYX 3-year return is 8.65%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 11.93%.
  • ABLYX 5-year return is 9.88%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 12.07%.
  • ABLYX expense ratio is 0.69%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant ABLYX comparisons

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GSFTX

GSFTX description

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GSFTX performance & returns

YTD Return -8.35%
1-Month Return 7.65%
3-Month Return -1.31%
1-Year Return -6.03%
3-Year Return 8.99%
5-Year Return 11.53%
10-Year Return 12.06%
GSFTX expense ratio is 0.65%.

GSFTX holdings

Top 10 Holdings (26.01% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 3.09%
JPMorgan Chase & Co JPM 3.07%
Microsoft Corp MSFT 2.79%
Bank of America Corp BAC 2.77%
Broadcom Inc AVGO 2.61%
The Home Depot Inc HD 2.54%
UnitedHealth Group Inc UNH 2.43%
Union Pacific Corp UNP 2.36%
Target Corp TGT 2.18%
Procter & Gamble Co PG 2.17%

GSFTX pros

The following are GSFTX strengths from our perspective:

  • GSFTX 5-year return is 11.53%, which is in line with the 5-year return of the benchmark index (Russell 1000 TR USD), 12.07%.
  • GSFTX 10-year return is 12.06%, which is higher than the 10-year return of the benchmark index (Russell 1000 TR USD), 10.95%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

GSFTX cons

The following are GSFTX weaknesses from our perspective:

  • GSFTX 3-year return is 8.99%, which is lower than the 3-year return of the benchmark index (Russell 1000 TR USD), 11.93%.
  • GSFTX expense ratio is 0.65%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant GSFTX comparisons

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

Or use Finny's Comparison Tool 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.