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FFFMX vs USPFX
FFFMX vs USPFX Comparison
Open Charts FFFMX vs USPFX
American Funds American Mutual 529-F-3
Price$56.35
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
Union Street Partners Value Advisor
Price$31.17
Change+$0.28 (+0.91%)
VolumeN/A
Net Assets78.48M
FFFMX vs USPFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 103B vs. USPFX (78.5M). FFFMX pays higher dividends than USPFX: FFFMX (2.21) vs USPFX (0.82). FFFMX was incepted earlier than USPFX: FFFMX (4 years) vs USPFX (9 years). FFFMX is a more actively managed with annual turnover of: 25.00 vs. USPFX (5.36). FFFMX has a lower initial minimum investment than USPFX: FFFMX (250) vs USPFX (2500). FFFMX annual gain was more profitable for investors over the last year : 13.14 vs. USPFX (8.87).
| FFFMX | USPFX | FFFMX / USPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 2.176 | 0.743 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 78.5M | 131,210% |
| Annual Yield % from dividends | 2.21 | 0.82 | 270% |
| Returns for 1 year | 13.14 | 8.87 | 148% |
| Returns for 3 years | 14.67 | 15.33 | 96% |
| Returns for 5 years | N/A | 58.21 | - |
| Returns for 10 years | N/A | N/A | - |
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