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RMFCX vs SVIFX
RMFCX vs SVIFX Comparison
Open Charts RMFCX vs SVIFX
American Funds American Mutual R3
Price$59.11
Change-$0.35 (-0.59%)
VolumeN/A
Net Assets108.38B
Virtus Ceredex Large-Cap Value Equity C
Price$9.31
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets613.6M
RMFCX vs SVIFX Comparison Chart in %
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RMFCX vs. SVIFX commentary
Jul 09, 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: 108B vs. SVIFX (614M). RMFCX pays higher dividends than SVIFX: RMFCX (1.27) vs SVIFX (0.64). 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 : 10.47 vs. SVIFX (-9.42). RMFCX return over 5 years is better than : 60.75 vs. SVIFX (-8.17).
| 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 | 8.951 | 3.425 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 614M | 17,590% |
| Annual Yield % from dividends | 1.27 | 0.64 | 199% |
| Returns for 1 year | 10.47 | -9.42 | -111% |
| Returns for 3 years | 28.80 | 1.44 | 2,002% |
| Returns for 5 years | 60.75 | -8.17 | -743% |
| Returns for 10 years | 77.32 | -38.13 | -203% |
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