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FFFMX vs LSVMX
FFFMX vs LSVMX Comparison
Open Charts FFFMX vs LSVMX
American Funds American Mutual 529-F-3
Price$56.06
Change+$0.83 (+1.50%)
VolumeN/A
Net Assets101.76B
LSV US Managed Volatility Institutional
Price$10.53
Change+$0.12 (+1.15%)
VolumeN/A
Net Assets23.32M
FFFMX vs LSVMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 102B vs. LSVMX (23.3M). LSVMX pays higher dividends than FFFMX: LSVMX (3.07) vs FFFMX (1.93). FFFMX was incepted earlier than LSVMX: FFFMX (5 years) vs LSVMX (11 years). LSVMX (0.78) is less costly to investors than FFFMX (0.32). FFFMX is a more actively managed with annual turnover of: 31.00 vs. LSVMX (18.00). FFFMX has a lower initial minimum investment than LSVMX: FFFMX (250) vs LSVMX (100000). FFFMX annual gain was more profitable for investors over the last year : 9.03 vs. LSVMX (2.61).
| FFFMX | LSVMX | FFFMX / LSVMX | |
| Total Expense Ratio | 0.32 | 0.55 | 58% |
| Annual Report Gross Expense Ratio | 0.32 | 0.78 | 41% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 2.118 | 4.257 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102B | 23.3M | 437,768% |
| Annual Yield % from dividends | 1.93 | 3.07 | 63% |
| Returns for 1 year | 9.03 | 2.61 | 346% |
| Returns for 3 years | 17.85 | -11.32 | -158% |
| Returns for 5 years | N/A | 14.80 | - |
| Returns for 10 years | N/A | 23.05 | - |
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