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RMFCX vs SVIFX
RMFCX vs SVIFX Comparison
Open Charts RMFCX vs SVIFX
American Funds American Mutual R3
Price$57.33
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets105.22B
Virtus Ceredex Large-Cap Value Equity C
Price$8.98
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets530.11M
RMFCX vs SVIFX Comparison Chart
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RMFCX vs. SVIFX commentary
Jun 07, 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: 105B vs. SVIFX (530M). RMFCX pays higher dividends than SVIFX: RMFCX (1.31) vs SVIFX (0.65). 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 : 8.44 vs. SVIFX (-15.03). RMFCX return over 5 years is better than : 50.95 vs. SVIFX (-20.24).
| 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 | 5.423 | -0.552 | -982% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 530M | 19,811% |
| Annual Yield % from dividends | 1.31 | 0.65 | 201% |
| Returns for 1 year | 8.44 | -15.03 | -56% |
| Returns for 3 years | 18.47 | -13.60 | -136% |
| Returns for 5 years | 50.95 | -20.24 | -252% |
| Returns for 10 years | 69.73 | -41.42 | -168% |
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