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RMFCX vs SVIFX
RMFCX vs SVIFX Comparison
Open Charts RMFCX vs SVIFX
American Funds American Mutual R3
Price$56.18
Change+$1.19 (+2.16%)
VolumeN/A
Net Assets100.86B
Virtus Ceredex Large-Cap Value Equity C
Price$9.06
Change+$0.31 (+3.54%)
VolumeN/A
Net Assets523.37M
RMFCX vs SVIFX Comparison Chart
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RMFCX vs. SVIFX commentary
May 13, 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 RMFCX is a Buy and SVIFX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 101B vs. SVIFX (523M). RMFCX pays higher dividends than SVIFX: RMFCX (1.37) vs SVIFX (0.68). RMFCX was incepted earlier than SVIFX: RMFCX (23 years) vs SVIFX (30 years). SVIFX (2.04) is less costly to investors than RMFCX (0.91). SVIFX is a more actively managed with annual turnover of: 112.00 vs. RMFCX (31.00). RMFCX has a lower initial minimum investment than SVIFX: RMFCX (250) vs SVIFX (2500). RMFCX annual gain was more profitable for investors over the last year : 4.10 vs. SVIFX (-17.93). RMFCX return over 5 years is better than : 60.36 vs. SVIFX (-10.47).
| RMFCX | SVIFX | RMFCX / SVIFX | |
| Total Expense Ratio | 0.91 | 1.72 | 53% |
| Annual Report Gross Expense Ratio | 0.91 | 2.04 | 45% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 1.050 | -3.315 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101B | 523M | 19,312% |
| Annual Yield % from dividends | 1.37 | 0.68 | 203% |
| Returns for 1 year | 4.10 | -17.93 | -23% |
| Returns for 3 years | 16.28 | -13.47 | -121% |
| Returns for 5 years | 60.36 | -10.47 | -576% |
| Returns for 10 years | 58.87 | -44.05 | -134% |
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