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RMFCX vs SVALX
RMFCX vs SVALX Comparison
Open Charts RMFCX vs SVALX
RMFCX vs SVALX Comparison Chart in %
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RMFCX vs. SVALX commentary
Jun 04, 2026
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 RMFCX is a Hold and SVALX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 115B vs. SVALX (9.38B). SVALX pays higher dividends than RMFCX: SVALX (3.28) vs RMFCX (1.19). RMFCX was incepted earlier than SVALX: RMFCX (24 years) vs SVALX (10 years). RMFCX (0.91) is less costly to investors than SVALX (0.84). SVALX is a more actively managed with annual turnover of: 34.00 vs. RMFCX (30.00). SVALX has a lower initial minimum investment than RMFCX: SVALX (0) vs RMFCX (250). SVALX annual gain was more profitable for investors over the last year : 15.41 vs. RMFCX (10.31). SVALX return over 5 years is better than : 45.54 vs. RMFCX (34.04).
| RMFCX | SVALX | RMFCX / SVALX | |
| Total Expense Ratio | 0.91 | 0.79 | 115% |
| Annual Report Gross Expense Ratio | 0.91 | 0.84 | 108% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 6.510 | 8.286 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 9.38B | 1,226% |
| Annual Yield % from dividends | 1.19 | 3.28 | 36% |
| Returns for 1 year | 10.31 | 15.41 | 67% |
| Returns for 3 years | 35.49 | 44.16 | 80% |
| Returns for 5 years | 34.04 | 45.54 | 75% |
| Returns for 10 years | 92.67 | N/A | - |
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