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RMFEX vs SVAAX
RMFEX vs SVAAX Comparison
Open Charts RMFEX vs SVAAX
American Funds American Mutual R4
Price$62.48
Change+$0.25 (+0.40%)
VolumeN/A
Net Assets112.47B
Federated Hermes Strategic Value Div A
Price$6.51
Change+$0.03 (+0.46%)
VolumeN/A
Net Assets8.77B
RMFEX vs SVAAX Comparison Chart in %
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RMFEX vs. SVAAX commentary
Oct 05, 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 Hold and SVAAX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. SVAAX (8.77B). SVAAX pays higher dividends than RMFEX: SVAAX (2.99) vs RMFEX (1.46). RMFEX was incepted earlier than SVAAX: RMFEX (23 years) vs SVAAX (21 years). SVAAX (1.17) is less costly to investors than RMFEX (0.62). SVAAX is a more actively managed with annual turnover of: 35.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than SVAAX: RMFEX (250) vs SVAAX (1500). SVAAX (8.59) and RMFEX (8.26) have marching annual gain over last year. SVAAX return over 5 years is better than : 70.02 vs. RMFEX (66.04).
| RMFEX | SVAAX | RMFEX / SVAAX | |
| Total Expense Ratio | 0.62 | 1.06 | 58% |
| Annual Report Gross Expense Ratio | 0.62 | 1.17 | 53% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 15.028 | 13.510 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 8.77B | 1,277% |
| Annual Yield % from dividends | 1.46 | 2.99 | 49% |
| Returns for 1 year | 8.26 | 8.59 | 96% |
| Returns for 3 years | 39.84 | 29.00 | 137% |
| Returns for 5 years | 66.04 | 70.02 | 94% |
| Returns for 10 years | 105.33 | 50.16 | 210% |
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