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ATFSX vs GDIRX
ATFSX vs GDIRX Comparison
Open Charts ATFSX vs GDIRX
Invesco Limited Term Municipal Income R6
Price$10.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.74B
Goldman Sachs Short Dur T/F I
Price$10.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.9B
ATFSX vs GDIRX Comparison Chart in %
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ATFSX vs. GDIRX commentary
Jul 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ATFSX is a Hold and GDIRX is a Hold.
FUNDAMENTALS
Fundamentals
GDIRX has more cash in the bank: 4.9B vs. ATFSX (2.74B). ATFSX pays higher dividends than GDIRX: ATFSX (3.73) vs GDIRX (3.01). ATFSX was incepted earlier than GDIRX: ATFSX (8 years) vs GDIRX (15 years). GDIRX (0.48) is less costly to investors than ATFSX (0.28). GDIRX is a more actively managed with annual turnover of: 49.00 vs. ATFSX (27.00). GDIRX has a lower initial minimum investment than ATFSX: GDIRX (0) vs ATFSX (1000000). GDIRX annual gain was more profitable for investors over the last year : 3.76 vs. ATFSX (3.02). ATFSX return over 5 years is better than : 8.63 vs. GDIRX (6.31).
| ATFSX | GDIRX | ATFSX / GDIRX | |
| Total Expense Ratio | 0.28 | 0.40 | 70% |
| Annual Report Gross Expense Ratio | 0.28 | 0.48 | 58% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 1.231 | 1.900 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 4.9B | 56% |
| Annual Yield % from dividends | 3.73 | 3.01 | 124% |
| Returns for 1 year | 3.02 | 3.76 | 80% |
| Returns for 3 years | 9.02 | 9.09 | 99% |
| Returns for 5 years | 8.63 | 6.31 | 137% |
| Returns for 10 years | N/A | 15.61 | - |
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