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FFFMX vs SVAAX
FFFMX vs SVAAX Comparison
Open Charts FFFMX vs SVAAX
American Funds American Mutual 529-F-3
Price$62.96
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets112.07B
Federated Hermes Strategic Value Div A
Price$6.56
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets8.82B
FFFMX vs SVAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 112B vs. SVAAX (8.83B). SVAAX pays higher dividends than FFFMX: SVAAX (3.11) vs FFFMX (1.72). 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 : 8.29 vs. FFFMX (7.33). SVAAX (60.53) and FFFMX (59.69) 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 | 15.674 | 14.432 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 8.83B | 1,269% |
| Annual Yield % from dividends | 1.72 | 3.11 | 55% |
| Returns for 1 year | 7.33 | 8.29 | 88% |
| Returns for 3 years | 32.98 | 20.84 | 158% |
| Returns for 5 years | 59.69 | 60.53 | 99% |
| Returns for 10 years | N/A | 52.25 | - |
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