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RMEBX vs SVIIX
RMEBX vs SVIIX Comparison
Open Charts RMEBX vs SVIIX
American Funds American Mutual R2E
Price$53.86
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets92.19B
Virtus Ceredex Large-Cap Value Equity A
Price$9.11
Change+$0.72 (+8.58%)
VolumeN/A
Net Assets490.57M
RMEBX vs SVIIX Comparison Chart
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RMEBX vs. SVIIX commentary
Apr 11, 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: 92.2B vs. SVIIX (491M). RMEBX pays higher dividends than SVIIX: RMEBX (1.18) vs SVIIX (0.96). RMEBX was incepted earlier than SVIIX: RMEBX (11 years) vs SVIIX (32 years). SVIIX (1.28) is less costly to investors than RMEBX (1.07). SVIIX is a more actively managed with annual turnover of: 132.00 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 : -4.56 vs. SVIIX (-25.31). RMEBX return over 5 years is better than : 44.36 vs. SVIIX (-17.59).
| RMEBX | SVIIX | RMEBX / SVIIX | |
| Total Expense Ratio | 1.07 | 1.24 | 86% |
| Annual Report Gross Expense Ratio | 1.07 | 1.28 | 84% |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | -7.747 | -12.967 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.2B | 491M | 18,778% |
| Annual Yield % from dividends | 1.18 | 0.96 | 123% |
| Returns for 1 year | -4.56 | -25.31 | 18% |
| Returns for 3 years | -1.07 | -25.89 | 4% |
| Returns for 5 years | 44.36 | -17.59 | -252% |
| Returns for 10 years | 44.99 | -44.96 | -100% |
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