AWSHX vs GSFTX

Both AWSHX and GSFTX are mutual funds. AWSHX has a lower 5-year return than GSFTX (11.28% vs 11.53%). AWSHX has a lower expense ratio than GSFTX (0.57% vs 0.65%). Below is the comparison between AWSHX and GSFTX.

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AWSHX GSFTX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family American Funds Columbia Threadneedle
Net Assets $75.29B $17.25B
Expense Ratio 0.57% 0.65%
Management Style active active
30-Day Yield 1.23% 1.74%
Minimum Investment $250 N/A
YTD Return -12.08% -8.35%
1-Year Return -7.07% -6.03%
3-Year Return 9.05% 8.99%
5-Year Return 11.28% 11.53%
10-Year Return 11.60% 12.06%

AWSHX

AWSHX description

The Fund seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. The Fund invests primarily in common stocks of established companies that are listed on the New York Stock Exchange and have a strong record of earnings and dividends.

AWSHX performance & returns

YTD Return -12.08%
1-Month Return 6.58%
3-Month Return -2.26%
1-Year Return -7.07%
3-Year Return 9.05%
5-Year Return 11.28%
10-Year Return 11.60%
AWSHX expense ratio is 0.57%.

AWSHX holdings

Top 10 Holdings (30.63% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.85%
Broadcom Inc AVGO 5.02%
Comcast Corp Class A CMCSA 4.26%
UnitedHealth Group Inc UNH 3.35%
BlackRock Inc BLK 2.25%
JPMorgan Chase & Co JPM 2.21%
Marsh & McLennan Companies Inc MMC 2.09%
The Home Depot Inc HD 1.97%
CVS Health Corp CVS 1.87%
Pfizer Inc PFE 1.76%

AWSHX pros

None that we could think of.

AWSHX cons

The following are AWSHX weaknesses from our perspective:

  • AWSHX 3-year return is 9.05%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 16.77%.
  • AWSHX 5-year return is 11.28%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 16.15%.
  • AWSHX 10-year return is 11.6%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.21%.
  • AWSHX expense ratio is 0.57%, 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 0.2486611073%, while the maximum front-end sales load is 5.75%. 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.

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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

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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.