Both FEQIX and GSFTX are mutual funds. FEQIX has a lower 5-year return than GSFTX (7.67% vs 8.75%). FEQIX has a lower expense ratio than GSFTX (0.57% vs 0.65%). Below is the comparison between FEQIX and GSFTX.
| FEQIX | GSFTX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Finny Score | 40 | 60 |
| 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 | 2.93% | 3.12% |
| 1-Year Return | 10.50% | 11.56% |
| 3-Year Return | 12.35% | 11.81% |
| 5-Year Return | 7.67% | 8.75% |
| 10-Year Return | 8.45% | 10.54% |
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 | 2.93% |
| 1-Month Return | -0.70% |
| 3-Month Return | 0.53% |
| 1-Year Return | 10.50% |
| 3-Year Return | 12.35% |
| 5-Year Return | 7.67% |
| 10-Year Return | 8.45% |
FEQIX holdings
Top 10 Holdings (20.32% of Total Assets)
FEQIX pros
The following are FEQIX strengths from our perspective:
- FEQIX 3-year return is 12.35%, which is higher than the 3-year return of the benchmark index (Russell 3000 Value TR USD), 11.93%.
- 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 5-year return is 7.67%, which is lower than the 5-year return of the benchmark index (Russell 3000 Value TR USD), 12.07%.
- FEQIX 10-year return is 8.45%, which is lower than the 10-year return of the benchmark index (Russell 3000 Value TR USD), 10.95%.
- 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
You may also want to check out the following FEQIX comparisons that investors often look for on Finny
- FEQIX vs FEQTX
- FEQIX vs DODGX
- FEQIX vs AWSHX
- FEQIX vs AMRMX
- FEQIX vs GSFTX
- FEQIX vs MADVX
- FEQIX vs PRFDX
- FEQIX vs NBPIX
- FEQIX vs SFLNX
- FEQIX vs DHLRX
- FEQIX vs DSEEX
GSFTX
GSFTX description
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GSFTX performance & returns
| YTD Return | 3.12% |
| 1-Month Return | -1.12% |
| 3-Month Return | 0.91% |
| 1-Year Return | 11.56% |
| 3-Year Return | 11.81% |
| 5-Year Return | 8.75% |
| 10-Year Return | 10.54% |
GSFTX holdings
Top 10 Holdings (26.98% of Total Assets)
GSFTX pros
The following are GSFTX strengths from our perspective:
- GSFTX 3-year return is 11.52%, which is in line with the 3-year return of the benchmark index (Russell 1000 TR USD), 11.93%.
- GSFTX 10-year return is 10.9%, which is in line with 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.
Other relevant GSFTX comparisons
You may also want to check out the following GSFTX comparisons that investors often look for on Finny
- GSFTX vs DODGX
- GSFTX vs AWSHX
- GSFTX vs AMRMX
- GSFTX vs MADVX
- GSFTX vs PRFDX
- GSFTX vs NBPIX
- GSFTX vs SFLNX
- GSFTX vs DHLRX
- GSFTX vs FEQIX
- GSFTX vs DSEEX