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FFMMX vs USPFX
FFMMX vs USPFX Comparison
Open Charts FFMMX vs USPFX
American Funds American Mutual 529-F-2
Price$61.91
Change+$0.38 (+0.62%)
VolumeN/A
Net Assets111.09B
Union Street Partners Value Advisor
Price$33.88
Change+$0.26 (+0.77%)
VolumeN/A
Net Assets84.88M
FFMMX vs USPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFMMX has more cash in the bank: 111B vs. USPFX (84.9M). FFMMX pays higher dividends than USPFX: FFMMX (1.71) vs USPFX (0.16). FFMMX was incepted earlier than USPFX: FFMMX (5 years) vs USPFX (9 years). USPFX (1.55) is less costly to investors than FFMMX (0.36). FFMMX is a more actively managed with annual turnover of: 31.00 vs. USPFX (7.18). FFMMX has a lower initial minimum investment than USPFX: FFMMX (250) vs USPFX (2500). USPFX annual gain was more profitable for investors over the last year : 10.29 vs. FFMMX (7.03).
| FFMMX | USPFX | FFMMX / USPFX | |
| Total Expense Ratio | 0.36 | 1.15 | 31% |
| Annual Report Gross Expense Ratio | 0.36 | 1.55 | 23% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 13.673 | 9.502 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 84.9M | 130,742% |
| Annual Yield % from dividends | 1.71 | 0.16 | 1,072% |
| Returns for 1 year | 7.03 | 10.29 | 68% |
| Returns for 3 years | 44.55 | 56.28 | 79% |
| Returns for 5 years | N/A | 91.56 | - |
| Returns for 10 years | N/A | N/A | - |
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