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RMFCX vs SVIFX
RMFCX vs SVIFX Comparison
Open Charts RMFCX vs SVIFX
American Funds American Mutual R3
Price$59.40
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets108.54B
Virtus Ceredex Large-Cap Value Equity C
Price$9.26
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets602.62M
RMFCX vs SVIFX Comparison Chart in %
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RMFCX vs. SVIFX 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 RMFCX is a Buy and SVIFX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. SVIFX (603M). RMFCX pays higher dividends than SVIFX: RMFCX (1.26) vs SVIFX (0.63). 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 : 10.70 vs. SVIFX (-9.59). RMFCX return over 5 years is better than : 54.40 vs. SVIFX (-15.13).
| 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 | 9.486 | 2.541 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 603M | 18,076% |
| Annual Yield % from dividends | 1.26 | 0.63 | 199% |
| Returns for 1 year | 10.70 | -9.59 | -112% |
| Returns for 3 years | 25.70 | -5.19 | -495% |
| Returns for 5 years | 54.40 | -15.13 | -360% |
| Returns for 10 years | 78.69 | -38.00 | -207% |
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