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FFMMX vs SVAIX
FFMMX vs SVAIX Comparison
Open Charts FFMMX vs SVAIX
American Funds American Mutual 529-F-2
Price$60.85
Change-$1.70 (-2.72%)
VolumeN/A
Net Assets111.52B
Federated Hermes Strategic Value Div IS
Price$6.86
Change+$0.09 (+1.33%)
VolumeN/A
Net Assets9.24B
FFMMX vs SVAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFMMX has more cash in the bank: 112B vs. SVAIX (9.24B). SVAIX pays higher dividends than FFMMX: SVAIX (3.20) vs FFMMX (1.73). FFMMX was incepted earlier than SVAIX: FFMMX (5 years) vs SVAIX (21 years). SVAIX (0.92) is less costly to investors than FFMMX (0.36). SVAIX is a more actively managed with annual turnover of: 34.00 vs. FFMMX (30.00). FFMMX has a lower initial minimum investment than SVAIX: FFMMX (250) vs SVAIX (1000000). SVAIX annual gain was more profitable for investors over the last year : 14.71 vs. FFMMX (8.11). SVAIX return over 5 years is better than : 59.14 vs. FFMMX (48.43).
| FFMMX | SVAIX | FFMMX / SVAIX | |
| Total Expense Ratio | 0.36 | 0.81 | 44% |
| Annual Report Gross Expense Ratio | 0.36 | 0.92 | 39% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 2.303 | 6.082 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 9.24B | 1,212% |
| Annual Yield % from dividends | 1.73 | 3.20 | 54% |
| Returns for 1 year | 8.11 | 14.71 | 55% |
| Returns for 3 years | 31.01 | 27.52 | 113% |
| Returns for 5 years | 48.43 | 59.14 | 82% |
| Returns for 10 years | N/A | 61.19 | - |
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