Interact to see
Advertisement
Advertisement
AFVZX vs FFFMX
AFVZX vs FFFMX Comparison
Open Charts AFVZX vs FFFMX
Applied Finance Select Institutional
Price$22.03
Change-$0.29 (-1.30%)
VolumeN/A
Net Assets630.52M
American Funds American Mutual 529-F-3
Price$58.09
Change-$0.46 (-0.79%)
VolumeN/A
Net Assets105.76B
AFVZX vs FFFMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 106B vs. AFVZX (631M). FFFMX pays higher dividends than AFVZX: FFFMX (1.85) vs AFVZX (1.13). 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 : 9.35 vs. AFVZX (5.19).
| 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 | 2.465 | 6.280 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 106B | 1% |
| Annual Yield % from dividends | 1.13 | 1.85 | 61% |
| Returns for 1 year | 5.19 | 9.35 | 55% |
| Returns for 3 years | 31.76 | 30.81 | 103% |
| Returns for 5 years | 80.32 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement