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RMEBX vs SVIIX
RMEBX vs SVIIX Comparison
Open Charts RMEBX vs SVIIX
American Funds American Mutual R2E
Price$59.68
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets108.54B
Virtus Ceredex Large-Cap Value Equity A
Price$9.89
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets602.62M
RMEBX vs SVIIX Comparison Chart in %
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RMEBX vs. SVIIX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 109B vs. SVIIX (603M). RMEBX pays higher dividends than SVIIX: RMEBX (1.11) vs SVIIX (0.93). 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 : 10.92 vs. SVIIX (-7.38). RMEBX return over 5 years is better than : 53.14 vs. SVIIX (-10.61).
| 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 | 9.293 | 2.697 | 345% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 603M | 18,076% |
| Annual Yield % from dividends | 1.11 | 0.93 | 119% |
| Returns for 1 year | 10.92 | -7.38 | -148% |
| Returns for 3 years | 25.02 | -2.84 | -879% |
| Returns for 5 years | 53.14 | -10.61 | -501% |
| Returns for 10 years | 74.65 | -33.59 | -222% |