Ad is loading...
FFFMX vs USPFX
FFFMX vs USPFX Comparison
Open Charts FFFMX vs USPFX
American Funds American Mutual 529-F-3
Price$57.86
Change-$0.63 (-1.08%)
VolumeN/A
Net Assets105.48B
Union Street Partners Value Advisor
Price$31.62
Change-$0.40 (-1.25%)
VolumeN/A
Net Assets79.77M
FFFMX vs USPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 105B vs. USPFX (79.8M). 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 : 11.71 vs. USPFX (5.79).
| 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 | 4.914 | 3.491 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 79.8M | 131,579% |
| Annual Yield % from dividends | 2.21 | 0.82 | 270% |
| Returns for 1 year | 11.71 | 5.79 | 202% |
| Returns for 3 years | 21.93 | 22.57 | 97% |
| Returns for 5 years | N/A | 65.08 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers