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FFFMX vs SVAIX
FFFMX vs SVAIX Comparison
Open Charts FFFMX vs SVAIX
American Funds American Mutual 529-F-3
Price$60.07
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
Federated Hermes Strategic Value Div IS
Price$6.29
Change+$0.02 (+0.32%)
VolumeN/A
Net Assets8.47B
FFFMX vs SVAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 109B vs. SVAIX (8.47B). SVAIX pays higher dividends than FFFMX: SVAIX (3.57) vs FFFMX (1.79). 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 : 17.53 vs. FFFMX (12.15).
| 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 | 9.902 | 8.424 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 8.47B | 1,287% |
| Annual Yield % from dividends | 1.79 | 3.57 | 50% |
| Returns for 1 year | 12.15 | 17.53 | 69% |
| Returns for 3 years | 31.64 | 15.96 | 198% |
| Returns for 5 years | N/A | 65.28 | - |
| Returns for 10 years | N/A | 47.08 | - |
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