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RMFCX vs SVIIX
RMFCX vs SVIIX Comparison
Open Charts RMFCX vs SVIIX
American Funds American Mutual R3
Price$59.35
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
Virtus Ceredex Large-Cap Value Equity A
Price$9.89
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets602.62M
RMFCX vs SVIIX Comparison Chart in %
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RMFCX vs. SVIIX 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 SVIIX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. SVIIX (603M). RMFCX pays higher dividends than SVIIX: RMFCX (1.26) vs SVIIX (0.93). 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 : 11.08 vs. SVIIX (-7.38). RMFCX return over 5 years is better than : 54.27 vs. SVIIX (-10.61).
| 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 | 9.394 | 2.697 | 348% |
| Front Load | N/A | 6% | - |
| 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 | 0.93 | 135% |
| Returns for 1 year | 11.08 | -7.38 | -150% |
| Returns for 3 years | 25.54 | -2.84 | -898% |
| Returns for 5 years | 54.27 | -10.61 | -511% |
| Returns for 10 years | 76.20 | -33.59 | -227% |
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