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RMEBX vs SVIIX
RMEBX vs SVIIX Comparison
Open Charts RMEBX vs SVIIX
American Funds American Mutual R2E
Price$57.95
Change+$0.31 (+0.54%)
VolumeN/A
Net Assets105.22B
Virtus Ceredex Large-Cap Value Equity A
Price$9.68
Change+$0.10 (+1.04%)
VolumeN/A
Net Assets530.11M
RMEBX vs SVIIX Comparison Chart
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RMEBX vs. SVIIX 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 SVIIX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. SVIIX (530M). RMEBX pays higher dividends than SVIIX: RMEBX (1.16) vs SVIIX (0.97). 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 : 8.87 vs. SVIIX (-13.58). RMEBX return over 5 years is better than : 50.55 vs. SVIIX (-16.01).
| 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 | 5.842 | -0.622 | -939% |
| Front Load | N/A | 6% | - |
| 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 | 0.97 | 119% |
| Returns for 1 year | 8.87 | -13.58 | -65% |
| Returns for 3 years | 17.32 | -11.76 | -147% |
| Returns for 5 years | 50.55 | -16.01 | -316% |
| Returns for 10 years | 68.95 | -36.40 | -189% |
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