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AFVZX vs FFFMX
AFVZX vs FFFMX Comparison
Open Charts AFVZX vs FFFMX
Applied Finance Select Institutional
Price$20.31
Change-$1.14 (-5.31%)
VolumeN/A
Net Assets625.21M
American Funds American Mutual 529-F-3
Price$54.70
Change-$1.83 (-3.24%)
VolumeN/A
Net Assets102.75B
AFVZX vs FFFMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 103B vs. AFVZX (625M). FFFMX pays higher dividends than AFVZX: FFFMX (1.89) vs AFVZX (1.14). AFVZX was incepted earlier than FFFMX: AFVZX (8 years) vs FFFMX (4 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 : 7.44 vs. AFVZX (-3.38).
| 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 | 4 years | - |
| Gain YTD | -0.233 | 2.974 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 103B | 1% |
| Annual Yield % from dividends | 1.14 | 1.89 | 60% |
| Returns for 1 year | -3.38 | 7.44 | -45% |
| Returns for 3 years | 13.00 | 13.54 | 96% |
| Returns for 5 years | 121.69 | N/A | - |
| Returns for 10 years | N/A | N/A | - |