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FFMMX vs USPFX
FFMMX vs USPFX Comparison
Open Charts FFMMX vs USPFX
American Funds American Mutual 529-F-2
Price$61.72
Change+$0.09 (+0.15%)
VolumeN/A
Net Assets109.8B
Union Street Partners Value Advisor
Price$32.87
Change-$0.18 (-0.54%)
VolumeN/A
Net Assets82.63M
FFMMX vs USPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFMMX has more cash in the bank: 110B vs. USPFX (82.6M). FFMMX pays higher dividends than USPFX: FFMMX (1.69) vs USPFX (0.16). FFMMX was incepted earlier than USPFX: FFMMX (5 years) vs USPFX (10 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 : 6.65 vs. USPFX (5.87). USPFX return over 5 years is better than : 68.19 vs. FFMMX (57.06).
| 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 | 10 years | - |
| Gain YTD | 13.324 | 6.238 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 82.6M | 133,172% |
| Annual Yield % from dividends | 1.69 | 0.16 | 1,062% |
| Returns for 1 year | 6.65 | 5.87 | 113% |
| Returns for 3 years | 30.18 | 28.78 | 105% |
| Returns for 5 years | 57.06 | 68.19 | 84% |
| Returns for 10 years | N/A | N/A | - |
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