Finny logo
Dibs:
Dibs:
0

ACUIX vs GSFTX

Both ACUIX and GSFTX are mutual funds. ACUIX has a lower 5-year return than GSFTX (8.85% vs 14.21%). ACUIX has a higher expense ratio than GSFTX (1.75% vs 0.69%). Below is the comparison between ACUIX and GSFTX.

ACUIX GSFTX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Columbia Threadneedle Columbia Threadneedle
Net Assets $101.30M $16.64B
Expense Ratio 1.75% 0.69%
Management Style active active
Dividend Yield 2.10% 1.46%
Minimum Investment $2,000.00 N/A
YTD Return 16.09% 17.40%
1-Year Return 2.11% 4.78%
3-Year Return 9.49% 14.73%
5-Year Return 8.85% 14.21%
10-Year Return 9.82% 13.55%

ACUIX description

The Fund seeks a high level of current income and growth of income and capital. Under normal market conditions, the Fund will invest at least 80% of its net assets in dividend-paying common and preferred stocks. The Fund may invest up to 25% of its net assets in foreign investments.

ACUIX performance & returns

YTD Return 16.09%
1-Month Return 0.18%
3-Month Return 2.11%
1-Year Return 2.11%
3-Year Return 9.49%
5-Year Return 8.85%
10-Year Return 9.82%
ACUIX expense ratio is 1.75%.

ACUIX holdings

Top 10 Holdings (31.40% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 5.03%
Verizon Communications Inc VZ 3.96%
JPMorgan Chase & Co JPM 3.84%
PepsiCo Inc PEP 2.97%
Chevron Corp CVX 2.92%
AbbVie Inc ABBV 2.86%
Broadcom Inc AVGO 2.78%
Cisco Systems Inc CSCO 2.72%
United Parcel Service Inc Class B UPS 2.18%
Bristol-Myers Squibb Company BMY 2.14%

Other relevant ACUIX comparisons

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

Or use Finny Compare Wizard to create a comparison you’d like to see.

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 17.40%
1-Month Return 1.86%
3-Month Return 4.78%
1-Year Return 4.78%
3-Year Return 14.73%
5-Year Return 14.21%
10-Year Return 13.55%
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%

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 Compare Wizard 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.
Follow Us