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FFFMX vs SVAAX
FFFMX vs SVAAX Comparison
Open Charts FFFMX vs SVAAX
American Funds American Mutual 529-F-3
Price$63.20
Change+$0.31 (+0.49%)
VolumeN/A
Net Assets111.8B
Federated Hermes Strategic Value Div A
Price$6.58
Change+$0.04 (+0.61%)
VolumeN/A
Net Assets8.84B
FFFMX vs SVAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 112B vs. SVAAX (8.84B). SVAAX pays higher dividends than FFFMX: SVAAX (3.04) vs FFFMX (1.68). FFFMX was incepted earlier than SVAAX: FFFMX (5 years) vs SVAAX (21 years). SVAAX (1.17) is less costly to investors than FFFMX (0.32). SVAAX is a more actively managed with annual turnover of: 35.00 vs. FFFMX (31.00). FFFMX has a lower initial minimum investment than SVAAX: FFFMX (250) vs SVAAX (1500). SVAAX annual gain was more profitable for investors over the last year : 8.03 vs. FFFMX (6.18). SVAAX (58.12) and FFFMX (57.53) have equivalent 5 years return.
| FFFMX | SVAAX | FFFMX / SVAAX | |
| Total Expense Ratio | 0.32 | 1.06 | 30% |
| Annual Report Gross Expense Ratio | 0.32 | 1.17 | 27% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 15.600 | 15.655 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 8.84B | 1,267% |
| Annual Yield % from dividends | 1.68 | 3.04 | 55% |
| Returns for 1 year | 6.18 | 8.03 | 77% |
| Returns for 3 years | 29.46 | 17.98 | 164% |
| Returns for 5 years | 57.53 | 58.12 | 99% |
| Returns for 10 years | N/A | 58.02 | - |
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