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RMFCX vs SVIIX
RMFCX vs SVIIX Comparison
Open Charts RMFCX vs SVIIX
American Funds American Mutual R3
Price$55.77
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets103.41B
Virtus Ceredex Large-Cap Value Equity A
Price$10.14
Change+$0.07 (+0.70%)
VolumeN/A
Net Assets632.74M
RMFCX vs SVIIX Comparison Chart
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RMFCX vs. SVIIX commentary
Jan 19, 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: 103B vs. SVIIX (633M). RMFCX pays higher dividends than SVIIX: RMFCX (1.69) vs SVIIX (1.26). RMFCX was incepted earlier than SVIIX: RMFCX (23 years) vs SVIIX (32 years). SVIIX is a more actively managed with annual turnover of: 132.00 vs. RMFCX (25.00). 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 : 12.43 vs. SVIIX (-2.51). RMFCX return over 5 years is better than : 37.82 vs. SVIIX (-23.53).
| RMFCX | SVIIX | RMFCX / SVIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 2.162 | 5.187 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 633M | 16,272% |
| Annual Yield % from dividends | 1.69 | 1.26 | 134% |
| Returns for 1 year | 12.43 | -2.51 | -495% |
| Returns for 3 years | 12.60 | -15.89 | -79% |
| Returns for 5 years | 37.82 | -23.53 | -161% |
| Returns for 10 years | 65.18 | -31.65 | -206% |