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FFFMX vs SVAAX
FFFMX vs SVAAX Comparison
Open Charts FFFMX vs SVAAX
American Funds American Mutual 529-F-3
Price$54.12
Change+$3.37 (+6.64%)
VolumeN/A
Net Assets92.19B
Federated Hermes Strategic Value Div A
Price$5.79
Change+$0.21 (+3.76%)
VolumeN/A
Net Assets7.56B
FFFMX vs SVAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 92.2B vs. SVAAX (7.56B). SVAAX pays higher dividends than FFFMX: SVAAX (3.28) vs FFFMX (1.89). FFFMX was incepted earlier than SVAAX: FFFMX (4 years) vs SVAAX (20 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). SVAAX annual gain was more profitable for investors over the last year : 4.34 vs. FFFMX (-3.83).
| FFFMX | SVAAX | FFFMX / SVAAX | |
| Total Expense Ratio | 0.32 | 1.06 | 30% |
| Annual Report Gross Expense Ratio | 0.32 | 1.17 | 27% |
| Fund Existence | 4 years | 20 years | - |
| Gain YTD | -7.555 | -4.262 | 177% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.2B | 7.56B | 1,220% |
| Annual Yield % from dividends | 1.89 | 3.28 | 58% |
| Returns for 1 year | -3.83 | 4.34 | -88% |
| Returns for 3 years | 1.19 | -2.51 | -47% |
| Returns for 5 years | N/A | 47.85 | - |
| Returns for 10 years | N/A | 24.75 | - |
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