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FFFMX vs USPFX
FFFMX vs USPFX Comparison
Open Charts FFFMX vs USPFX
American Funds American Mutual 529-F-3
Price$61.52
Change-$0.48 (-0.77%)
VolumeN/A
Net Assets111.34B
Union Street Partners Value Advisor
Price$33.62
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets84.69M
FFFMX vs USPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 111B vs. USPFX (84.7M). FFFMX pays higher dividends than USPFX: FFFMX (1.75) vs USPFX (0.16). FFFMX was incepted earlier than USPFX: FFFMX (5 years) vs USPFX (9 years). USPFX (1.55) is less costly to investors than FFFMX (0.32). FFFMX is a more actively managed with annual turnover of: 31.00 vs. USPFX (7.18). FFFMX has a lower initial minimum investment than USPFX: FFFMX (250) vs USPFX (2500). USPFX annual gain was more profitable for investors over the last year : 10.42 vs. FFFMX (6.70).
| FFFMX | USPFX | FFFMX / USPFX | |
| Total Expense Ratio | 0.32 | 1.15 | 28% |
| Annual Report Gross Expense Ratio | 0.32 | 1.55 | 21% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 13.028 | 8.953 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 84.7M | 131,051% |
| Annual Yield % from dividends | 1.75 | 0.16 | 1,092% |
| Returns for 1 year | 6.70 | 10.42 | 64% |
| Returns for 3 years | 43.15 | 55.00 | 78% |
| Returns for 5 years | N/A | 90.59 | - |
| Returns for 10 years | N/A | N/A | - |
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