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FFFMX vs LCBDX
FFFMX vs LCBDX Comparison
Open Charts FFFMX vs LCBDX
American Funds American Mutual 529-F-3
Price$61.72
Change-$0.19 (-0.31%)
VolumeN/A
Net Assets110.88B
ClearBridge Tactical Dividend Income IS
Price$25.38
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets359.28M
FFFMX vs LCBDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 111B vs. LCBDX (359M). LCBDX pays higher dividends than FFFMX: LCBDX (3.41) vs FFFMX (1.75). FFFMX was incepted earlier than LCBDX: FFFMX (5 years) vs LCBDX (12 years). LCBDX (1.07) is less costly to investors than FFFMX (0.32). LCBDX is a more actively managed with annual turnover of: 59.00 vs. FFFMX (31.00). FFFMX has a lower initial minimum investment than LCBDX: FFFMX (250) vs LCBDX (1000000). FFFMX annual gain was more profitable for investors over the last year : 7.78 vs. LCBDX (5.47).
| FFFMX | LCBDX | FFFMX / LCBDX | |
| Total Expense Ratio | 0.32 | 1.07 | 30% |
| Annual Report Gross Expense Ratio | 0.32 | 1.07 | 30% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 13.396 | 2.921 | 459% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 359M | 30,919% |
| Annual Yield % from dividends | 1.75 | 3.41 | 51% |
| Returns for 1 year | 7.78 | 5.47 | 142% |
| Returns for 3 years | 36.58 | 48.64 | 75% |
| Returns for 5 years | N/A | 90.20 | - |
| Returns for 10 years | N/A | 118.59 | - |
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