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FFFMX vs SVAIX
FFFMX vs SVAIX Comparison
Open Charts FFFMX vs SVAIX
American Funds American Mutual 529-F-3
Price$55.71
Change+$0.12 (+0.22%)
VolumeN/A
Net Assets100.91B
Federated Hermes Strategic Value Div IS
Price$6.06
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets8.12B
FFFMX vs SVAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 101B vs. SVAIX (8.12B). SVAIX pays higher dividends than FFFMX: SVAIX (3.59) vs FFFMX (1.93). 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). SVAIX annual gain was more profitable for investors over the last year : 11.73 vs. FFFMX (6.00).
| 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 | 1.480 | 3.266 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101B | 8.12B | 1,244% |
| Annual Yield % from dividends | 1.93 | 3.59 | 54% |
| Returns for 1 year | 6.00 | 11.73 | 51% |
| Returns for 3 years | 19.46 | 9.34 | 208% |
| Returns for 5 years | N/A | 61.48 | - |
| Returns for 10 years | N/A | 35.63 | - |
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