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FFMMX vs USPFX
FFMMX vs USPFX Comparison
Open Charts FFMMX vs USPFX
American Funds American Mutual 529-F-2
Price$57.84
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets105.26B
Union Street Partners Value Advisor
Price$30.56
Change-$0.23 (-0.75%)
VolumeN/A
Net Assets76.76M
FFMMX vs USPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFMMX has more cash in the bank: 105B vs. USPFX (76.8M). FFMMX pays higher dividends than USPFX: FFMMX (1.81) vs USPFX (0.18). 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 : 7.98 vs. USPFX (2.38).
| 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 | 5.766 | -1.228 | -469% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 76.8M | 136,719% |
| Annual Yield % from dividends | 1.81 | 0.18 | 1,014% |
| Returns for 1 year | 7.98 | 2.38 | 335% |
| Returns for 3 years | 32.82 | 36.63 | 90% |
| Returns for 5 years | N/A | 76.01 | - |
| Returns for 10 years | N/A | N/A | - |
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