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FFFMX vs OFVIX
FFFMX vs OFVIX Comparison
Open Charts FFFMX vs OFVIX
American Funds American Mutual 529-F-3
Price$61.61
Change-$0.21 (-0.34%)
VolumeN/A
Net Assets109.8B
O'Shaughnessy Market Leaders Value I
Price$21.21
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets259.72M
FFFMX vs OFVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 110B vs. OFVIX (260M). OFVIX (1.81) and FFFMX (1.72) have matching dividends . FFFMX was incepted earlier than OFVIX: FFFMX (5 years) vs OFVIX (10 years). OFVIX (0.54) is less costly to investors than FFFMX (0.32). OFVIX is a more actively managed with annual turnover of: 83.00 vs. FFFMX (31.00). FFFMX has a lower initial minimum investment than OFVIX: FFFMX (250) vs OFVIX (10000). FFFMX annual gain was more profitable for investors over the last year : 6.26 vs. OFVIX (-8.10). OFVIX return over 5 years is better than : 67.49 vs. FFFMX (56.51).
| FFFMX | OFVIX | FFFMX / OFVIX | |
| Total Expense Ratio | 0.32 | 0.54 | 59% |
| Annual Report Gross Expense Ratio | 0.32 | 0.54 | 59% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 13.193 | 8.655 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 260M | 42,308% |
| Annual Yield % from dividends | 1.72 | 1.81 | 95% |
| Returns for 1 year | 6.26 | -8.10 | -77% |
| Returns for 3 years | 30.13 | 25.02 | 120% |
| Returns for 5 years | 56.51 | 67.49 | 84% |
| Returns for 10 years | N/A | N/A | - |
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