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AMEFX vs VILLX
AMEFX vs VILLX Comparison
Open Charts AMEFX vs VILLX
American Funds Income Fund of Amer F2
Price$23.57
Change-$0.29 (-1.22%)
VolumeN/A
Net Assets120.68B
Villere Balanced I
Price$18.58
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets98.36M
AMEFX vs VILLX Comparison Chart
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AMEFX vs. VILLX commentary
Apr 08, 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 Hold and VILLX is a Hold.
FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 121B vs. VILLX (98.4M). AMEFX pays higher dividends than VILLX: AMEFX (4.05) vs VILLX (1.24). AMEFX was incepted earlier than VILLX: AMEFX (17 years) vs VILLX (26 years). VILLX (1.06) is less costly to investors than AMEFX (0.37). AMEFX is a more actively managed with annual turnover of: 92.00 vs. VILLX (14.00). 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 : 3.88 vs. VILLX (-7.79). AMEFX return over 5 years is better than : 44.26 vs. VILLX (6.89).
| AMEFX | VILLX | AMEFX / VILLX | |
| Total Expense Ratio | 0.37 | 0.90 | 41% |
| Annual Report Gross Expense Ratio | 0.37 | 1.06 | 35% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | -1.432 | -5.796 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 98.4M | 122,967% |
| Annual Yield % from dividends | 4.05 | 1.24 | 327% |
| Returns for 1 year | 3.88 | -7.79 | -50% |
| Returns for 3 years | 3.72 | -14.52 | -26% |
| Returns for 5 years | 44.26 | 6.89 | 642% |
| Returns for 10 years | 29.98 | -19.14 | -157% |
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