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CBEAX vs GSFTX

Both CBEAX and GSFTX are mutual funds. CBEAX has a lower 5-year return than GSFTX (14.03% vs 14.57%). CBEAX has a higher expense ratio than GSFTX (1.07% vs 0.69%). Below is the comparison between CBEAX and GSFTX.

CBEAX GSFTX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Wells Fargo Funds Columbia Threadneedle
Net Assets $102.20M $16.36B
Expense Ratio 1.07% 0.69%
Management Style active active
Dividend Yield 0.62% 1.50%
Minimum Investment $3,000.00 N/A
YTD Return 18.87% 15.39%
1-Year Return 7.63% 9.09%
3-Year Return 13.79% 14.70%
5-Year Return 14.03% 14.57%
10-Year Return 12.22% 13.45%

CBEAX description

The Fund seeks long-term total return by investing in common stock of large-capitalization companies with market capitalization of $1 billion or more. The fund seeks total return by targeting companies that it believes are undervalued, possess strong financial positions and have the capability of earning growth.

CBEAX performance & returns

YTD Return 18.87%
1-Month Return 0.65%
3-Month Return 7.63%
1-Year Return 7.63%
3-Year Return 13.79%
5-Year Return 14.03%
10-Year Return 12.22%
CBEAX expense ratio is 1.07%.

CBEAX holdings

Top 10 Holdings (30.58% of Total Assets)

Name Symbol % Assets
Wells Fargo Government MMkt Select WFFXX 3.92%
Arrow Electronics Inc ARW 3.43%
Charles Schwab Corp SCHW 3.24%
Chubb Ltd CB 3.09%
Synchrony Financial SYF 3.05%
Johnson & Johnson JNJ 3.02%
Brookfield Asset Management Inc Class A BAM.A.TO 2.95%
Eaton Corp PLC ETN 2.65%
State Street Corporation STT 2.63%
Whirlpool Corp WHR 2.60%

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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 15.39%
1-Month Return 1.51%
3-Month Return 9.09%
1-Year Return 9.09%
3-Year Return 14.70%
5-Year Return 14.57%
10-Year Return 13.45%
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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