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FFMMX vs USPFX
FFMMX vs USPFX Comparison
Open Charts FFMMX vs USPFX
American Funds American Mutual 529-F-2
Price$55.60
Change-$0.12 (-0.22%)
VolumeN/A
Net Assets101.1B
Union Street Partners Value Advisor
Price$29.31
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets73.21M
FFMMX vs USPFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFMMX has more cash in the bank: 101B vs. USPFX (73.2M). FFMMX pays higher dividends than USPFX: FFMMX (1.89) vs USPFX (0.19). FFMMX was incepted earlier than USPFX: FFMMX (5 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 : 5.01 vs. USPFX (-2.36).
| FFMMX | USPFX | FFMMX / USPFX | |
| Total Expense Ratio | 0.36 | 1.15 | 31% |
| Annual Report Gross Expense Ratio | 0.36 | 1.55 | 23% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 1.234 | -5.301 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101B | 73.2M | 137,978% |
| Annual Yield % from dividends | 1.89 | 0.19 | 996% |
| Returns for 1 year | 5.01 | -2.36 | -212% |
| Returns for 3 years | 19.30 | 20.51 | 94% |
| Returns for 5 years | N/A | 83.16 | - |
| Returns for 10 years | N/A | N/A | - |
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