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AMRFX vs VVIAX
AMRFX vs VVIAX Comparison
Open Charts AMRFX vs VVIAX
American Funds American Mutual F2
Price$58.76
Change-$0.03 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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AMRFX vs VVIAX Comparison Chart
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AMRFX vs. VVIAX commentary
Sep 21, 2024
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 AMRFX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. AMRFX (105B). VVIAX pays higher dividends than AMRFX: VVIAX (2.36) vs AMRFX (2.16). AMRFX was incepted earlier than VVIAX: AMRFX (16 years) vs VVIAX (24 years). AMRFX is a more actively managed with annual turnover of: 25.00 vs. VVIAX (10.00). AMRFX has a lower initial minimum investment than VVIAX: AMRFX (250) vs VVIAX (3000). VVIAX (24.02) and AMRFX (23.94) have marching annual gain over last year. VVIAX return over 5 years is better than : 55.46 vs. AMRFX (52.58).
| AMRFX | VVIAX | AMRFX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 16.856 | 16.303 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 183B | 57% |
| Annual Yield % from dividends | 2.16 | 2.36 | 91% |
| Returns for 1 year | 23.94 | 24.02 | 100% |
| Returns for 3 years | 25.50 | 28.29 | 90% |
| Returns for 5 years | 52.58 | 55.46 | 95% |
| Returns for 10 years | 77.86 | 114.04 | 68% |
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