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FFFMX vs SVAAX
FFFMX vs SVAAX Comparison
Open Charts FFFMX vs SVAAX
American Funds American Mutual 529-F-3
Price$62.74
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets112.47B
Federated Hermes Strategic Value Div A
Price$6.51
Change+$0.03 (+0.46%)
VolumeN/A
Net Assets8.77B
FFFMX vs SVAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 112B vs. SVAAX (8.77B). SVAAX pays higher dividends than FFFMX: SVAAX (2.99) vs FFFMX (1.72). FFFMX was incepted earlier than SVAAX: FFFMX (5 years) vs SVAAX (21 years). SVAAX (1.17) is less costly to investors than FFFMX (0.32). SVAAX is a more actively managed with annual turnover of: 35.00 vs. FFFMX (31.00). FFFMX has a lower initial minimum investment than SVAAX: FFFMX (250) vs SVAAX (1500). FFFMX (8.59) and SVAAX (8.59) have marching annual gain over last year.
| FFFMX | SVAAX | FFFMX / SVAAX | |
| Total Expense Ratio | 0.32 | 1.06 | 30% |
| Annual Report Gross Expense Ratio | 0.32 | 1.17 | 27% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 15.270 | 13.510 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 8.77B | 1,277% |
| Annual Yield % from dividends | 1.72 | 2.99 | 57% |
| Returns for 1 year | 8.59 | 8.59 | 100% |
| Returns for 3 years | 41.12 | 29.00 | 142% |
| Returns for 5 years | N/A | 70.02 | - |
| Returns for 10 years | N/A | 50.16 | - |
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