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FFFMX vs SVAIX
FFFMX vs SVAIX Comparison
Open Charts FFFMX vs SVAIX
American Funds American Mutual 529-F-3
Price$61.88
Change-$0.20 (-0.32%)
VolumeN/A
Net Assets110.3B
Federated Hermes Strategic Value Div IS
Price$6.47
Change-$0.03 (-0.46%)
VolumeN/A
Net Assets8.67B
FFFMX vs SVAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 110B vs. SVAIX (8.67B). SVAIX pays higher dividends than FFFMX: SVAIX (3.30) vs FFFMX (1.75). FFFMX was incepted earlier than SVAIX: FFFMX (5 years) vs SVAIX (20 years). SVAIX (0.93) is less costly to investors than FFFMX (0.32). SVAIX is a more actively managed with annual turnover of: 35.00 vs. FFFMX (31.00). FFFMX has a lower initial minimum investment than SVAIX: FFFMX (250) vs SVAIX (1000000). FFFMX annual gain was more profitable for investors over the last year : 8.64 vs. SVAIX (7.93).
| FFFMX | SVAIX | FFFMX / SVAIX | |
| Total Expense Ratio | 0.32 | 0.81 | 40% |
| Annual Report Gross Expense Ratio | 0.32 | 0.93 | 34% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 13.214 | 12.003 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 8.67B | 1,269% |
| Annual Yield % from dividends | 1.75 | 3.30 | 53% |
| Returns for 1 year | 8.64 | 7.93 | 109% |
| Returns for 3 years | 35.33 | 23.20 | 152% |
| Returns for 5 years | N/A | 67.75 | - |
| Returns for 10 years | N/A | 56.02 | - |
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