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RMFCX vs SVIFX
RMFCX vs SVIFX Comparison
Open Charts RMFCX vs SVIFX
American Funds American Mutual R3
Price$52.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
Virtus Ceredex Large-Cap Value Equity C
Price$8.28
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets514.72M
RMFCX vs SVIFX Comparison Chart
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RMFCX vs. SVIFX commentary
Apr 18, 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: 96.5B vs. SVIFX (515M). RMFCX pays higher dividends than SVIFX: RMFCX (1.34) vs SVIFX (0.65). RMFCX was incepted earlier than SVIFX: RMFCX (23 years) vs SVIFX (30 years). SVIFX (2.03) is less costly to investors than RMFCX (0.91). SVIFX is a more actively managed with annual turnover of: 132.00 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 : 3.60 vs. SVIFX (-19.04). RMFCX return over 5 years is better than : 48.78 vs. SVIFX (-19.40).
| RMFCX | SVIFX | RMFCX / SVIFX | |
| Total Expense Ratio | 0.91 | 1.72 | 53% |
| Annual Report Gross Expense Ratio | 0.91 | 2.03 | 45% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | -3.342 | -8.619 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5B | 515M | 18,738% |
| Annual Yield % from dividends | 1.34 | 0.65 | 207% |
| Returns for 1 year | 3.60 | -19.04 | -19% |
| Returns for 3 years | 5.79 | -23.15 | -25% |
| Returns for 5 years | 48.78 | -19.40 | -251% |
| Returns for 10 years | 52.90 | -46.99 | -113% |
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