Ad is loading...
RMFCX vs SVIIX
RMFCX vs SVIIX Comparison
Open Charts RMFCX vs SVIIX
American Funds American Mutual R3
Price$53.56
Change+$3.33 (+6.63%)
VolumeN/A
Net Assets92.19B
Virtus Ceredex Large-Cap Value Equity A
Price$9.11
Change+$0.72 (+8.58%)
VolumeN/A
Net Assets490.57M
RMFCX vs SVIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RMFCX vs. SVIIX commentary
Apr 11, 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: 92.2B vs. SVIIX (491M). RMFCX pays higher dividends than SVIIX: RMFCX (1.34) vs SVIIX (0.96). RMFCX was incepted earlier than SVIIX: RMFCX (23 years) vs SVIIX (32 years). SVIIX (1.28) is less costly to investors than RMFCX (0.91). SVIIX is a more actively managed with annual turnover of: 132.00 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 : -4.43 vs. SVIIX (-25.31). RMFCX return over 5 years is better than : 45.42 vs. SVIIX (-17.59).
| RMFCX | SVIIX | RMFCX / SVIIX | |
| Total Expense Ratio | 0.91 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.91 | 1.28 | 71% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -7.697 | -12.967 | 59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.2B | 491M | 18,778% |
| Annual Yield % from dividends | 1.34 | 0.96 | 139% |
| Returns for 1 year | -4.43 | -25.31 | 18% |
| Returns for 3 years | -0.65 | -25.89 | 3% |
| Returns for 5 years | 45.42 | -17.59 | -258% |
| Returns for 10 years | 46.29 | -44.96 | -103% |
View a ticker or compare two or three
VS
VS
Ad is loading...