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RMEBX vs SVIIX
RMEBX vs SVIIX Comparison
Open Charts RMEBX vs SVIIX
American Funds American Mutual R2E
Price$59.79
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets108.37B
Virtus Ceredex Large-Cap Value Equity A
Price$10.01
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets616.37M
RMEBX vs SVIIX Comparison Chart in %
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RMEBX vs. SVIIX commentary
Jul 04, 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 SVIIX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 108B vs. SVIIX (616M). RMEBX pays higher dividends than SVIIX: RMEBX (1.12) vs SVIIX (0.95). RMEBX was incepted earlier than SVIIX: RMEBX (11 years) vs SVIIX (32 years). SVIIX (1.25) is less costly to investors than RMEBX (1.07). SVIIX is a more actively managed with annual turnover of: 112.00 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than SVIIX: RMEBX (250) vs SVIIX (2500). RMEBX annual gain was more profitable for investors over the last year : 11.31 vs. SVIIX (-8.51). RMEBX return over 5 years is better than : 60.65 vs. SVIIX (-3.17).
| RMEBX | SVIIX | RMEBX / SVIIX | |
| Total Expense Ratio | 1.07 | 1.24 | 86% |
| Annual Report Gross Expense Ratio | 1.07 | 1.25 | 86% |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 9.495 | 3.319 | 286% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 616M | 17,532% |
| Annual Yield % from dividends | 1.12 | 0.95 | 118% |
| Returns for 1 year | 11.31 | -8.51 | -133% |
| Returns for 3 years | 28.70 | 4.81 | 597% |
| Returns for 5 years | 60.65 | -3.17 | -1,914% |
| Returns for 10 years | 77.57 | -32.95 | -235% |
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