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ACGIX vs GSFTX
Both ACGIX and GSFTX are mutual funds. ACGIX has a lower 5-year return than GSFTX (12.79% vs 14.35%). ACGIX has a higher expense ratio than GSFTX (0.81% vs 0.69%). Below is the comparison between ACGIX and GSFTX.
ACGIX | GSFTX | |
---|---|---|
Security Type | ETF | ETF |
Segment | U.S. Equity: Large Value | U.S. Equity: Large Value |
Family | Invesco | Columbia Threadneedle |
Net Assets | $3.08B | $15.22B |
Expense Ratio | 0.81% | 0.69% |
Management Style | active | active |
Dividend Yield | 1.48% | 1.58% |
Minimum Investment | $1,000.00 | N/A |
YTD Return | 16.35% | 11.50% |
1-Year Return | 11.47% | 9.26% |
3-Year Return | 10.01% | 14.83% |
5-Year Return | 12.79% | 14.35% |
10-Year Return | 10.28% | 12.68% |
ACGIX description
The Fund seeks income and long-term growth of capital. Under normal market conditions, the Fund seeks to achieve its investment objective by investing primarily in a portfolio of income-producing equity securities, including common stocks and convertible securities.
ACGIX performance & returns
YTD Return | 16.35% |
1-Month Return | 4.36% |
3-Month Return | 11.47% |
1-Year Return | 11.47% |
3-Year Return | 10.01% |
5-Year Return | 12.79% |
10-Year Return | 10.28% |
ACGIX holdings
Top 10 Holdings (25.16% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Cognizant Technology Solutions Corp A | CTSH | 3.30% |
Philip Morris International Inc | PM | 2.94% |
General Motors Co | GM | 2.94% |
Morgan Stanley | MS | 2.48% |
Goldman Sachs Group Inc | GS | 2.42% |
CSX Corp | CSX | 2.27% |
Anthem Inc | ANTM | 2.26% |
Wells Fargo & Co | WFC | 2.21% |
PNC Financial Services Group Inc | PNC | 2.17% |
Johnson Controls International PLC | JCI | 2.17% |
Other relevant ACGIX comparisons
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- ACGIX vs DODGX
- ACGIX vs AWSHX
- ACGIX vs VWNAX
- ACGIX vs VEIRX
- ACGIX vs AMRMX
- ACGIX vs VVIAX
- ACGIX vs VWNEX
- ACGIX vs GSFTX
- ACGIX vs PRFDX
- ACGIX vs VWNFX
GSFTX description
The Fund seeks total return, consisting of current income and capital appreciation. Normally, the Fund invests at least 80% of its net assets in a diversified portfolio of income-producing equity securities, which will consist primarily of common stocks but also may include preferred stocks and convertible securities.
GSFTX performance & returns
YTD Return | 11.50% |
1-Month Return | 6.55% |
3-Month Return | 9.26% |
1-Year Return | 9.26% |
3-Year Return | 14.83% |
5-Year Return | 14.35% |
10-Year Return | 12.68% |
GSFTX holdings
Top 10 Holdings (28.48% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Columbia Short-Term Cash | N/A | 4.02% |
Microsoft Corp | MSFT | 3.86% |
Johnson & Johnson | JNJ | 3.31% |
Apple Inc | AAPL | 2.77% |
The Home Depot Inc | HD | 2.61% |
Merck & Co Inc | MRK | 2.56% |
JPMorgan Chase & Co | JPM | 2.49% |
Union Pacific Corp | UNP | 2.38% |
Lockheed Martin Corp | LMT | 2.30% |
Procter & Gamble Co | PG | 2.18% |
Other relevant GSFTX comparisons
You may also want to check out the following GSFTX comparisons that investors often look for on Finny
- GSFTX vs DODGX
- GSFTX vs AWSHX
- GSFTX vs VWNAX
- GSFTX vs VEIRX
- GSFTX vs AMRMX
- GSFTX vs VVIAX
- GSFTX vs VWNEX
- GSFTX vs PRFDX
- GSFTX vs VWNFX
- GSFTX vs VIVIX
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