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RMFEX vs STVZX
RMFEX vs STVZX Comparison
Open Charts RMFEX vs STVZX
American Funds American Mutual R4
Price$56.29
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
Virtus Ceredex Large-Cap Value Equity R6
Price$10.16
Change+$0.09 (+0.89%)
VolumeN/A
Net Assets557.18M
RMFEX vs STVZX Comparison Chart
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RMFEX vs. STVZX commentary
Apr 03, 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 RMFEX is a StrongBuy and STVZX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. STVZX (557M). RMFEX pays higher dividends than STVZX: RMFEX (1.61) vs STVZX (1.50). RMFEX was incepted earlier than STVZX: RMFEX (23 years) vs STVZX (11 years). STVZX (0.88) is less costly to investors than RMFEX (0.62). STVZX is a more actively managed with annual turnover of: 132.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than STVZX: RMFEX (250) vs STVZX (2500000). RMFEX annual gain was more profitable for investors over the last year : 6.88 vs. STVZX (-13.25). RMFEX return over 5 years is better than : 78.86 vs. STVZX (12.37).
| RMFEX | STVZX | RMFEX / STVZX | |
| Total Expense Ratio | 0.62 | 0.72 | 86% |
| Annual Report Gross Expense Ratio | 0.62 | 0.88 | 70% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 2.891 | -0.297 | -973% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102B | 557M | 18,312% |
| Annual Yield % from dividends | 1.61 | 1.50 | 107% |
| Returns for 1 year | 6.88 | -13.25 | -52% |
| Returns for 3 years | 12.57 | -13.55 | -93% |
| Returns for 5 years | 78.86 | 12.37 | 637% |
| Returns for 10 years | 72.06 | -30.82 | -234% |