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AFVZX vs FFFMX
AFVZX vs FFFMX Comparison
Open Charts AFVZX vs FFFMX
Applied Finance Select Institutional
Price$23.19
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets660.45M
American Funds American Mutual 529-F-3
Price$60.07
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
AFVZX vs FFFMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 109B vs. AFVZX (660M). FFFMX pays higher dividends than AFVZX: FFFMX (1.79) vs AFVZX (1.07). 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 : 12.15 vs. AFVZX (7.04).
| 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 | 7.860 | 9.902 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 109B | 1% |
| Annual Yield % from dividends | 1.07 | 1.79 | 60% |
| Returns for 1 year | 7.04 | 12.15 | 58% |
| Returns for 3 years | 38.86 | 31.64 | 123% |
| Returns for 5 years | 88.34 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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