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FFMMX vs USPFX
FFMMX vs USPFX Comparison
Open Charts FFMMX vs USPFX
American Funds American Mutual 529-F-2
Price$54.71
Change-$1.83 (-3.24%)
VolumeN/A
Net Assets102.75B
Union Street Partners Value Advisor
Price$27.66
Change-$2.02 (-6.81%)
VolumeN/A
Net Assets74.48M
FFMMX vs USPFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFMMX has more cash in the bank: 103B vs. USPFX (74.5M). FFMMX pays higher dividends than USPFX: FFMMX (1.85) vs USPFX (0.18). FFMMX was incepted earlier than USPFX: FFMMX (4 years) vs USPFX (9 years). USPFX (1.55) is less costly to investors than FFMMX (0.36). FFMMX is a more actively managed with annual turnover of: 31.00 vs. USPFX (7.18). FFMMX has a lower initial minimum investment than USPFX: FFMMX (250) vs USPFX (2500). FFMMX annual gain was more profitable for investors over the last year : 7.40 vs. USPFX (-4.00).
| FFMMX | USPFX | FFMMX / USPFX | |
| Total Expense Ratio | 0.36 | 1.15 | 31% |
| Annual Report Gross Expense Ratio | 0.36 | 1.55 | 23% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 2.946 | -4.072 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 74.5M | 138,255% |
| Annual Yield % from dividends | 1.85 | 0.18 | 1,017% |
| Returns for 1 year | 7.40 | -4.00 | -185% |
| Returns for 3 years | 13.40 | 10.25 | 131% |
| Returns for 5 years | N/A | 112.12 | - |
| Returns for 10 years | N/A | N/A | - |
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