FEQIX vs GSFTX

Both FEQIX and GSFTX are mutual funds. FEQIX has a lower 5-year return than GSFTX (12.24% vs 13.78%). FEQIX has a lower expense ratio than GSFTX (0.57% vs 0.65%). Below is the comparison between FEQIX and GSFTX.

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FEQIX GSFTX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Fidelity Investments Columbia Threadneedle
Net Assets $6.55B $17.25B
Expense Ratio 0.57% 0.65%
Management Style active active
30-Day Yield 1.72% 1.74%
Minimum Investment $2,500 N/A
YTD Return 9.06% 8.89%
1-Year Return 49.40% 45.57%
3-Year Return 12.61% 13.62%
5-Year Return 12.24% 13.78%
10-Year Return 9.82% 12.50%

FEQIX

FEQIX description

The Fund seeks reasonable income and will also consider the potential for capital appreciation. Under normal market conditions, the Fund invests at least 80% of its assets in equity securities and primarily in income-producing equity securities, which tends to lead to investments in large cap "value" stocks.

FEQIX performance & returns

YTD Return 9.06%
1-Month Return 5.22%
3-Month Return 9.06%
1-Year Return 49.40%
3-Year Return 12.61%
5-Year Return 12.24%
10-Year Return 9.82%
FEQIX expense ratio is 0.57%.

FEQIX holdings

Top 10 Holdings (28.92% of Total Assets)

Name Symbol % Assets
JPM JPM 3.95%
CSCO CSCO 3.24%
DIS DIS 3.06%
PG PG 3.05%
BAC BAC 2.70%
UPS UPS 2.67%
VZ VZ 2.63%
BAC BAC 2.62%
CB CB 2.61%
UTX UTX 2.39%

FEQIX pros

The following are FEQIX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FEQIX cons

The following are FEQIX weaknesses from our perspective:

  • FEQIX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FEQIX comparisons

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GSFTX

GSFTX description

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GSFTX performance & returns

YTD Return 8.89%
1-Month Return 6.54%
3-Month Return 8.89%
1-Year Return 45.57%
3-Year Return 13.62%
5-Year Return 13.78%
10-Year Return 12.50%
GSFTX expense ratio is 0.65%.

GSFTX holdings

Top 10 Holdings (26.94% of Total Assets)

Name Symbol % Assets
MSFT MSFT 3.18%
JNJ JNJ 3.17%
JPM JPM 3.08%
AAPL AAPL 2.62%
BAC BAC 2.59%
PFE PFE 2.56%
CVX CVX 2.53%
TGT TGT 2.49%
UNP UNP 2.37%
CMCSA CMCSA 2.35%

GSFTX pros

The following are GSFTX strengths from our perspective:

  • 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 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

You may also want to check out the following GSFTX comparisons that investors often look for on Finny

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.