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RMFEX vs SMVLX
RMFEX vs SMVLX Comparison
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RMFEX vs SMVLX Comparison Chart in %
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RMFEX vs. SMVLX commentary
Jun 24, 2026
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 RMFEX is a Hold and SMVLX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. SMVLX (3.91B). SMVLX (1.48) and RMFEX (1.45) have matching dividends . RMFEX was incepted earlier than SMVLX: RMFEX (24 years) vs SMVLX (18 years). SMVLX (1.23) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 30.00 vs. SMVLX (16.25). RMFEX has a lower initial minimum investment than SMVLX: RMFEX (250) vs SMVLX (3000). SMVLX annual gain was more profitable for investors over the last year : 26.11 vs. RMFEX (10.65). SMVLX return over 5 years is better than : 50.40 vs. RMFEX (38.72).
| RMFEX | SMVLX | RMFEX / SMVLX | |
| Total Expense Ratio | 0.62 | 1.23 | 50% |
| Annual Report Gross Expense Ratio | 0.62 | 1.23 | 50% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 6.666 | 13.714 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 3.91B | 2,992% |
| Annual Yield % from dividends | 1.45 | 1.48 | 98% |
| Returns for 1 year | 10.65 | 26.11 | 41% |
| Returns for 3 years | 36.38 | 46.39 | 78% |
| Returns for 5 years | 38.72 | 50.40 | 77% |
| Returns for 10 years | 104.66 | 174.84 | 60% |
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