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RMFCX vs SVIIX
RMFCX vs SVIIX Comparison
Open Charts RMFCX vs SVIIX
American Funds American Mutual R3
Price$57.64
Change+$0.31 (+0.54%)
VolumeN/A
Net Assets105.22B
Virtus Ceredex Large-Cap Value Equity A
Price$9.68
Change+$0.10 (+1.04%)
VolumeN/A
Net Assets530.11M
RMFCX vs SVIIX Comparison Chart
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RMFCX vs. SVIIX 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 SVIIX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 105B vs. SVIIX (530M). RMFCX pays higher dividends than SVIIX: RMFCX (1.31) vs SVIIX (0.97). RMFCX was incepted earlier than SVIIX: RMFCX (23 years) vs SVIIX (32 years). SVIIX (1.25) is less costly to investors than RMFCX (0.91). SVIIX is a more actively managed with annual turnover of: 112.00 vs. RMFCX (31.00). RMFCX has a lower initial minimum investment than SVIIX: RMFCX (250) vs SVIIX (2500). RMFCX annual gain was more profitable for investors over the last year : 9.01 vs. SVIIX (-13.58). RMFCX return over 5 years is better than : 51.66 vs. SVIIX (-16.01).
| RMFCX | SVIIX | RMFCX / SVIIX | |
| Total Expense Ratio | 0.91 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.91 | 1.25 | 73% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 5.919 | -0.622 | -951% |
| Front Load | N/A | 6% | - |
| 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 | 0.97 | 135% |
| Returns for 1 year | 9.01 | -13.58 | -66% |
| Returns for 3 years | 17.82 | -11.76 | -152% |
| Returns for 5 years | 51.66 | -16.01 | -323% |
| Returns for 10 years | 70.47 | -36.40 | -194% |
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