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FFMMX vs SWDSX
FFMMX vs SWDSX Comparison
Open Charts FFMMX vs SWDSX
American Funds American Mutual 529-F-2
Price$62.76
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
Schwab Dividend Equity
Price$18.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets591.55M
FFMMX vs SWDSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFMMX has more cash in the bank: 113B vs. SWDSX (592M). FFMMX (1.69) and SWDSX (1.67) have matching dividends . FFMMX was incepted earlier than SWDSX: FFMMX (5 years) vs SWDSX (22 years). SWDSX (0.89) is less costly to investors than FFMMX (0.36). FFMMX is a more actively managed with annual turnover of: 31.00 vs. SWDSX (12.00). SWDSX has a lower initial minimum investment than FFMMX: SWDSX (0) vs FFMMX (250). SWDSX annual gain was more profitable for investors over the last year : 11.65 vs. FFMMX (8.76).
| FFMMX | SWDSX | FFMMX / SWDSX | |
| Total Expense Ratio | 0.36 | 0.89 | 40% |
| Annual Report Gross Expense Ratio | 0.36 | 0.89 | 40% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 15.234 | 12.746 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 592M | 19,088% |
| Annual Yield % from dividends | 1.69 | 1.67 | 101% |
| Returns for 1 year | 8.76 | 11.65 | 75% |
| Returns for 3 years | 46.12 | 48.78 | 95% |
| Returns for 5 years | N/A | 50.62 | - |
| Returns for 10 years | N/A | 22.44 | - |
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