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FFFMX vs SVALX
FFFMX vs SVALX Comparison
Open Charts FFFMX vs SVALX
American Funds American Mutual 529-F-3
Price$56.50
Change-$0.13 (-0.23%)
VolumeN/A
Net Assets102.94B
Federated Hermes Strategic Value Div R6
Price$6.10
Change+$0.02 (+0.33%)
VolumeN/A
Net Assets8.17B
FFFMX vs SVALX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 103B vs. SVALX (8.17B). SVALX pays higher dividends than FFFMX: SVALX (3.60) vs FFFMX (1.93). 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 : 11.09 vs. FFFMX (5.88).
| 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 | 3.156 | 3.950 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 8.17B | 1,260% |
| Annual Yield % from dividends | 1.93 | 3.60 | 54% |
| Returns for 1 year | 5.88 | 11.09 | 53% |
| Returns for 3 years | 20.68 | 8.74 | 237% |
| Returns for 5 years | N/A | 64.05 | - |
| Returns for 10 years | N/A | N/A | - |
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