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FFFMX vs TSWEX
FFFMX vs TSWEX Comparison
Open Charts FFFMX vs TSWEX
American Funds American Mutual 529-F-3
Price$62.16
Change+$0.17 (+0.27%)
VolumeN/A
Net Assets111.18B
TSW Large Cap Value Institutional
Price$14.59
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets38.53M
FFFMX vs TSWEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 111B vs. TSWEX (38.5M). TSWEX (1.74) and FFFMX (1.72) have matching dividends . FFFMX was incepted earlier than TSWEX: FFFMX (5 years) vs TSWEX (33 years). TSWEX (0.97) is less costly to investors than FFFMX (0.32). TSWEX is a more actively managed with annual turnover of: 40.50 vs. FFFMX (31.00). FFFMX has a lower initial minimum investment than TSWEX: FFFMX (250) vs TSWEX (100000). FFFMX annual gain was more profitable for investors over the last year : 5.60 vs. TSWEX (4.29).
| FFFMX | TSWEX | FFFMX / TSWEX | |
| Total Expense Ratio | 0.32 | 0.75 | 43% |
| Annual Report Gross Expense Ratio | 0.32 | 0.97 | 33% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 14.204 | 15.249 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 38.5M | 288,312% |
| Annual Yield % from dividends | 1.72 | 1.74 | 98% |
| Returns for 1 year | 5.60 | 4.29 | 131% |
| Returns for 3 years | 41.37 | 15.61 | 265% |
| Returns for 5 years | N/A | 29.17 | - |
| Returns for 10 years | N/A | 22.96 | - |
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