FFFMX has more cash in the bank: 118B vs. SVALX (10.1B). SVALX pays higher dividends than FFFMX: SVALX (3.23) vs FFFMX (1.67). FFFMX was incepted earlier than SVALX: FFFMX (6 years) vs SVALX (10 years). SVALX (0.84) is less costly to investors than FFFMX (0.32). SVALX is a more actively managed with annual turnover of: 34.00 vs. FFFMX (30.00). 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 : 16.74 vs. FFFMX (9.85). SVALX return over 5 years is better than : 55.52 vs. FFFMX (40.99).

	FFFMX	SVALX	FFFMX / SVALX
Total Expense Ratio	0.32	0.79	41%
Annual Report Gross Expense Ratio	0.32	0.84	38%
Fund Existence	6 years	10 years	-
Gain YTD	10.878	16.487	66%
Front Load	N/A	N/A	-
Min. Initial Investment	250	0	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	118B	10.1B	1,168%
Annual Yield % from dividends	1.67	3.23	52%
Returns for 1 year	9.85	16.74	59%
Returns for 3 years	41.45	56.03	74%
Returns for 5 years	40.99	55.52	74%
Returns for 10 years	N/A	65.00	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
FKRCX	54.93	1.68	+3.15%
Franklin Gold and Precious Metals A
MCECX	19.94	0.28	+1.42%
ClearBridge Emerging Markets C
GSMYX	26.09	0.17	+0.66%
Goldman Sachs Small/Mid Cap Growth Instl
CBFEX	43.20	0.21	+0.49%
American Funds Global Balanced 529-E
SASVX	7.87	0.02	+0.25%
Virtus Ceredex Small-Cap Value Eq A