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ADECX vs GSFTX

Both ADECX and GSFTX are mutual funds. ADECX has a lower 5-year return than GSFTX (12.48% vs 14.35%). ADECX has a higher expense ratio than GSFTX (1.77% vs 0.69%). Below is the comparison between ADECX and GSFTX.

ADECX GSFTX
Security Type ETF ETF
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Columbia Threadneedle Columbia Threadneedle
Net Assets $13.40M $15.22B
Expense Ratio 1.77% 0.69%
Management Style active active
Dividend Yield 0.56% 1.58%
Minimum Investment $2,000.00 N/A
YTD Return 13.19% 11.50%
1-Year Return 10.41% 9.26%
3-Year Return 11.86% 14.83%
5-Year Return 12.48% 14.35%
10-Year Return 9.53% 12.68%

ADECX description

The Fund seeks to invest primarily in high-yield common stocks to provide high current income and, secondarily, to benefit from the growth potential offered by stock investments. Under normal market conditions, the Fund will invest at least 80% of its net assets in dividend-paying common and preferred stocks.

ADECX performance & returns

YTD Return 13.19%
1-Month Return 4.57%
3-Month Return 10.41%
1-Year Return 10.41%
3-Year Return 11.86%
5-Year Return 12.48%
10-Year Return 9.53%
ADECX expense ratio is 1.77%.

ADECX holdings

Top 10 Holdings (27.31% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 3.42%
Berkshire Hathaway Inc Class B BRK.B 3.30%
JPMorgan Chase & Co JPM 3.28%
Comcast Corp Class A CMCSA 3.18%
Walmart Inc WMT 2.62%
Procter & Gamble Co PG 2.59%
AT&T Inc T 2.46%
Medtronic PLC MDT 2.28%
The Home Depot Inc HD 2.25%
Philip Morris International Inc PM 1.93%

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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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