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AFVZX vs FFFMX
AFVZX vs FFFMX Comparison
Open Charts AFVZX vs FFFMX
Applied Finance Select Institutional
Price$21.55
Change-$0.39 (-1.78%)
VolumeN/A
Net Assets606.68M
American Funds American Mutual 529-F-3
Price$56.78
Change-$0.84 (-1.46%)
VolumeN/A
Net Assets104.75B
AFVZX vs FFFMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 105B vs. AFVZX (607M). FFFMX pays higher dividends than AFVZX: FFFMX (1.93) vs AFVZX (1.18). AFVZX was incepted earlier than FFFMX: AFVZX (8 years) vs FFFMX (5 years). AFVZX (1.13) is less costly to investors than FFFMX (0.32). FFFMX is a more actively managed with annual turnover of: 31.00 vs. AFVZX (6.99). FFFMX has a lower initial minimum investment than AFVZX: FFFMX (250) vs AFVZX (10000). FFFMX annual gain was more profitable for investors over the last year : 5.93 vs. AFVZX (0.35).
| AFVZX | FFFMX | AFVZX / FFFMX | |
| Total Expense Ratio | 0.75 | 0.32 | 234% |
| Annual Report Gross Expense Ratio | 1.13 | 0.32 | 353% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 2.047 | 3.429 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 105B | 1% |
| Annual Yield % from dividends | 1.18 | 1.93 | 61% |
| Returns for 1 year | 0.35 | 5.93 | 6% |
| Returns for 3 years | 26.57 | 22.72 | 117% |
| Returns for 5 years | 84.36 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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