ACSTX vs GSFTX

Both ACSTX and GSFTX are mutual funds. ACSTX has a lower 5-year return than GSFTX (10.75% vs 11.53%). ACSTX has a higher expense ratio than GSFTX (0.8% vs 0.65%). Below is the comparison between ACSTX and GSFTX.

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ACSTX GSFTX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Invesco Columbia Threadneedle
Net Assets $6.12B $17.25B
Expense Ratio 0.80% 0.65%
Management Style active active
30-Day Yield 1.40% 1.74%
Minimum Investment $1,000 N/A
YTD Return -2.47% -8.35%
1-Year Return 0.85% -6.03%
3-Year Return 11.39% 8.99%
5-Year Return 10.75% 11.53%
10-Year Return 10.85% 12.06%

ACSTX

ACSTX description

The Fund seeks capital growth and income by investing primarily in equity securities, including common and preferred stocks and securities convertible into common and preferred stocks. The Fund emphasizes a value style of investing seeking well-established, undervalued companies.

ACSTX performance & returns

YTD Return -2.47%
1-Month Return 10.92%
3-Month Return 0.56%
1-Year Return 0.85%
3-Year Return 11.39%
5-Year Return 10.75%
10-Year Return 10.85%
ACSTX expense ratio is 0.8%.

ACSTX holdings

Top 10 Holdings (26.35% of Total Assets)

Name Symbol % Assets
Citigroup Inc C 3.90%
Bank of America Corp BAC 3.63%
Philip Morris International Inc PM 2.90%
American International Group Inc AIG 2.48%
HCA Healthcare Inc HCA 2.37%
Anthem Inc ANTM 2.36%
Caterpillar Inc CAT 2.30%
General Motors Co GM 2.21%
Cisco Systems Inc CSCO 2.19%
Wells Fargo & Co WFC 2.01%

ACSTX pros

The following are ACSTX strengths from our perspective:

  • ACSTX 3-year return is 11.39%, which is in line with the 3-year return of the benchmark index (Russell 1000 Value TR USD), 11.93%.
  • ACSTX 10-year return is 10.85%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.95%.

ACSTX cons

The following are ACSTX weaknesses from our perspective:

  • ACSTX 5-year return is 10.75%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 12.07%.
  • ACSTX expense ratio is 0.8%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.5%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

Other relevant ACSTX 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.