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FFFMX vs USPFX
FFFMX vs USPFX Comparison
Open Charts FFFMX vs USPFX
American Funds American Mutual 529-F-3
Price$60.76
Change-$0.30 (-0.49%)
VolumeN/A
Net Assets110.54B
Union Street Partners Value Advisor
Price$32.88
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets82.69M
FFFMX vs USPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 111B vs. USPFX (82.7M). FFFMX pays higher dividends than USPFX: FFFMX (1.79) vs USPFX (0.17). 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). FFFMX annual gain was more profitable for investors over the last year : 10.73 vs. USPFX (8.09).
| 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 | 11.714 | 6.270 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 82.7M | 134,220% |
| Annual Yield % from dividends | 1.79 | 0.17 | 1,059% |
| Returns for 1 year | 10.73 | 8.09 | 133% |
| Returns for 3 years | 29.94 | 37.34 | 80% |
| Returns for 5 years | N/A | 87.46 | - |
| Returns for 10 years | N/A | N/A | - |
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