AMRMX vs GSFTX

Both AMRMX and GSFTX are mutual funds. AMRMX has a lower 5-year return than GSFTX (13.05% vs 15.43%). AMRMX has a lower expense ratio than GSFTX (0.6% vs 0.67%). Below is the comparison between AMRMX and GSFTX.

AMRMX GSFTX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Columbia Threadneedle
Net Assets $33.69B $16.83B
Expense Ratio 0.60% 0.67%
Management Style active active
Dividend Yield 1.72% 1.55%
Minimum Investment $1,000.00 N/A
YTD Return 19.72% 21.15%
1-Year Return 5.12% 4.37%
3-Year Return 13.29% 16.25%
5-Year Return 13.05% 15.43%
10-Year Return 12.48% 13.96%

AMRMX description

The Fund seeks current income, growth of capital and conservation of principal. The Fund seeks to invest primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable in the United States and Canada.

AMRMX performance & returns

YTD Return 19.72%
1-Month Return 4.85%
3-Month Return 5.12%
1-Year Return 5.12%
3-Year Return 13.29%
5-Year Return 13.05%
10-Year Return 12.48%
AMRMX expense ratio is 0.6%.

AMRMX holdings

Top 10 Holdings (25.00% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.30%
Comcast Corp Class A CMCSA 3.09%
Gilead Sciences Inc GILD 2.98%
Amgen Inc AMGN 2.64%
UnitedHealth Group Inc UNH 2.28%
The Home Depot Inc HD 2.15%
Abbott Laboratories ABT 2.14%
Procter & Gamble Co PG 1.95%
Verizon Communications Inc VZ 1.75%
Apple Inc AAPL 1.72%

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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 21.15%
1-Month Return 4.57%
3-Month Return 4.37%
1-Year Return 4.37%
3-Year Return 16.25%
5-Year Return 15.43%
10-Year Return 13.96%
GSFTX expense ratio is 0.67%.

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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