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RMEBX vs SVIFX
RMEBX vs SVIFX Comparison
Open Charts RMEBX vs SVIFX
American Funds American Mutual R2E
Price$57.64
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets105.22B
Virtus Ceredex Large-Cap Value Equity C
Price$8.98
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets530.11M
RMEBX vs SVIFX Comparison Chart
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RMEBX vs. SVIFX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RMEBX is a Buy and SVIFX is a Hold.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. SVIFX (530M). RMEBX pays higher dividends than SVIFX: RMEBX (1.16) vs SVIFX (0.65). RMEBX was incepted earlier than SVIFX: RMEBX (11 years) vs SVIFX (30 years). SVIFX (2.04) is less costly to investors than RMEBX (1.07). SVIFX is a more actively managed with annual turnover of: 112.00 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than SVIFX: RMEBX (250) vs SVIFX (2500). RMEBX annual gain was more profitable for investors over the last year : 8.30 vs. SVIFX (-15.03). RMEBX return over 5 years is better than : 49.85 vs. SVIFX (-20.24).
| RMEBX | SVIFX | RMEBX / SVIFX | |
| Total Expense Ratio | 1.07 | 1.72 | 62% |
| Annual Report Gross Expense Ratio | 1.07 | 2.04 | 52% |
| Fund Existence | 11 years | 30 years | - |
| Gain YTD | 5.349 | -0.552 | -968% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 530M | 19,811% |
| Annual Yield % from dividends | 1.16 | 0.65 | 177% |
| Returns for 1 year | 8.30 | -15.03 | -55% |
| Returns for 3 years | 17.96 | -13.60 | -132% |
| Returns for 5 years | 49.85 | -20.24 | -246% |
| Returns for 10 years | 68.21 | -41.42 | -165% |
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