Interact to see
Advertisement
Advertisement
FFFMX vs SVALX
FFFMX vs SVALX Comparison
Open Charts FFFMX vs SVALX
American Funds American Mutual 529-F-3
Price$58.09
Change-$0.46 (-0.79%)
VolumeN/A
Net Assets105.76B
Federated Hermes Strategic Value Div R6
Price$6.17
Change-$0.06 (-0.96%)
VolumeN/A
Net Assets8.38B
FFFMX vs SVALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 106B vs. SVALX (8.38B). SVALX pays higher dividends than FFFMX: SVALX (3.71) vs FFFMX (1.85). FFFMX was incepted earlier than SVALX: FFFMX (5 years) vs SVALX (9 years). SVALX (0.85) is less costly to investors than FFFMX (0.32). SVALX is a more actively managed with annual turnover of: 35.00 vs. FFFMX (31.00). SVALX has a lower initial minimum investment than FFFMX: SVALX (0) vs FFFMX (250). SVALX annual gain was more profitable for investors over the last year : 16.11 vs. FFFMX (9.35).
| FFFMX | SVALX | FFFMX / SVALX | |
| Total Expense Ratio | 0.32 | 0.79 | 41% |
| Annual Report Gross Expense Ratio | 0.32 | 0.85 | 38% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 6.280 | 5.856 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 8.38B | 1,265% |
| Annual Yield % from dividends | 1.85 | 3.71 | 50% |
| Returns for 1 year | 9.35 | 16.11 | 58% |
| Returns for 3 years | 30.81 | 17.65 | 175% |
| Returns for 5 years | N/A | 61.40 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement