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AMEFX vs VILLX
AMEFX vs VILLX Comparison
Open Charts AMEFX vs VILLX
American Funds Income Fund of Amer F2
Price$24.86
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets126.58B
Villere Balanced I
Price$20.23
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets111.49M
AMEFX vs VILLX Comparison Chart
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AMEFX vs. VILLX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMEFX is a Buy and VILLX is a Hold.
FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 127B vs. VILLX (111M). AMEFX pays higher dividends than VILLX: AMEFX (3.73) vs VILLX (0.60). AMEFX was incepted earlier than VILLX: AMEFX (16 years) vs VILLX (25 years). AMEFX is a more actively managed with annual turnover of: 40.00 vs. VILLX (20.00). AMEFX has a lower initial minimum investment than VILLX: AMEFX (250) vs VILLX (2000). AMEFX annual gain was more profitable for investors over the last year : 12.47 vs. VILLX (4.55). AMEFX return over 5 years is better than : 20.02 vs. VILLX (-13.10).
| AMEFX | VILLX | AMEFX / VILLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 1.969 | 1.966 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 111M | 114,414% |
| Annual Yield % from dividends | 3.73 | 0.60 | 618% |
| Returns for 1 year | 12.47 | 4.55 | 274% |
| Returns for 3 years | 5.80 | -8.14 | -71% |
| Returns for 5 years | 20.02 | -13.10 | -153% |
| Returns for 10 years | 35.42 | -6.57 | -540% |