ARMZX vs SADIX

Both ARMZX and SADIX are mutual funds. ARMZX has a higher 5-year return than SADIX (2.07% vs 1.97%). ARMZX has a higher expense ratio than SADIX (0.64% vs 0.25%). Below is the comparison between ARMZX and SADIX.

ARMZX SADIX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Ultrashort Bond Taxable Fixed Income: Ultrashort Bond
Family Franklin Templeton Investments Allspring Funds Management LLC
Net Assets $469.50M $2.75B
Expense Ratio 0.64% 0.25%
Management Style active active
Dividend Yield 0.98% 0.89%
Minimum Investment $3,000.00 $1,000,000.00
YTD Return -0.18% 0.03%
1-Year Return -0.30% -0.17%
3-Year Return 1.70% 2.17%
5-Year Return 2.07% 1.97%
10-Year Return 1.97% 1.57%

ARMZX description

The Fund seeks high current income and to limit the degree of fluctuation of its net asset value by investing principally in a portfolio of adjustable rate securities, many of which will also be US Government securities.

ARMZX performance & returns

YTD Return -0.18%
1-Month Return -0.02%
3-Month Return -0.30%
1-Year Return -0.30%
3-Year Return 1.70%
5-Year Return 2.07%
10-Year Return 1.97%
ARMZX expense ratio is 0.64%.

ARMZX holdings

Top 10 Holdings (28.05% of Total Assets)

Name Symbol % Assets
Western Asset Prem Instl Govtt Rsrv Pref WACXX 16.11%
United States Treasury Notes 0.12% N/A 2.40%
US Treasury Note 0.38% N/A 1.75%
Wells Fargo & Company 1.49% N/A 1.40%
JPMorgan Chase & Co. 1.49% N/A 1.21%
Goldman Sachs Group, Inc. 1.26% N/A 1.15%
Charter Communications Operating, LLC/Charter Communications Operating Capi N/A 1.11%
Citigroup Inc. 1.21% N/A 0.98%
Verizon Communications Inc. 1.38% N/A 0.97%
Government National Mortgage Association 1.15% N/A 0.97%

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SADIX description

The Fund seeks current income with a very low degree of share-price fluctuation. The Fund invests primarily in higher and medium quality bonds which include very short-term corporate, and mortgage-and asset-backed bonds. The Funds average maturity is usually 1 year or less.

SADIX performance & returns

YTD Return 0.03%
1-Month Return 0.06%
3-Month Return -0.17%
1-Year Return -0.17%
3-Year Return 2.17%
5-Year Return 1.97%
10-Year Return 1.57%
SADIX expense ratio is 0.25%.

SADIX holdings

Top 10 Holdings (50.85% of Total Assets)

Name Symbol % Assets
Us 2yr Note (Cbt) Dec20 Xcbt 20201231 N/A 21.00%
Wells Fargo Government MMkt Select WFFXX 11.36%
Federal National Mortgage Association 2% N/A 5.38%
Us 5yr Note (Cbt) Dec20 Xcbt 20201231 N/A 4.42%
iShares Short-Term Corporate Bond ETF IGSB 2.53%
SPDR® Portfolio Short Term Corp Bd ETF SPSB 2.14%
United States Treasury Bills 0.01% N/A 2.01%
United States Treasury Bills 0% N/A 2.01%

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