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BHBFX vs GSFTX

Both BHBFX and GSFTX are mutual funds. BHBFX has a lower 5-year return than GSFTX (13.16% vs 13.75%). BHBFX has a higher expense ratio than GSFTX (0.93% vs 0.69%). Below is the comparison between BHBFX and GSFTX.

BHBFX GSFTX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Madison Funds Columbia Threadneedle
Net Assets $212.70M $16.64B
Expense Ratio 0.93% 0.69%
Management Style active active
Dividend Yield 1.35% 1.46%
Minimum Investment $3,000.00 N/A
YTD Return 13.11% 15.49%
1-Year Return 2.39% 2.68%
3-Year Return 13.83% 14.72%
5-Year Return 13.16% 13.75%
10-Year Return 12.12% 13.13%

BHBFX description

The Fund seeks to produce current income while providing an opportunity for capital appreciation. Under normal market conditions, at least 80% of the funds net assets will be invested in dividend paying equity securities. The fund may also invest up to 25% of its common stock allocation in foreign securities.

BHBFX performance & returns

YTD Return 13.11%
1-Month Return -0.01%
3-Month Return 2.39%
1-Year Return 2.39%
3-Year Return 13.83%
5-Year Return 13.16%
10-Year Return 12.12%
BHBFX expense ratio is 0.93%.

BHBFX holdings

Top 10 Holdings (35.55% of Total Assets)

Name Symbol % Assets
The Home Depot Inc HD 4.39%
Verizon Communications Inc VZ 4.08%
Johnson & Johnson JNJ 3.78%
Comcast Corp Class A CMCSA 3.76%
BlackRock Inc BLK 3.61%
Caterpillar Inc CAT 3.35%
Bristol-Myers Squibb Company BMY 3.25%
NextEra Energy Inc NEE 3.15%
McDonald's Corp MCD 3.15%
Texas Instruments Inc TXN 3.03%

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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 15.49%
1-Month Return 0.83%
3-Month Return 2.68%
1-Year Return 2.68%
3-Year Return 14.72%
5-Year Return 13.75%
10-Year Return 13.13%
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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