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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 expense ratio is 0.81%.

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%

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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 expense ratio is 0.69%.

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%

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