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RMFEX vs SVAIX
RMFEX vs SVAIX Comparison
Open Charts RMFEX vs SVAIX
American Funds American Mutual R4
Price$59.33
Change-$0.51 (-0.85%)
VolumeN/A
Net Assets107.77B
Federated Hermes Strategic Value Div IS
Price$6.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.38B
RMFEX vs SVAIX Comparison Chart in %
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RMFEX vs. SVAIX commentary
Aug 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 Buy and SVAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. SVAIX (8.38B). SVAIX pays higher dividends than RMFEX: SVAIX (3.52) vs RMFEX (1.51). RMFEX was incepted earlier than SVAIX: RMFEX (23 years) vs SVAIX (20 years). SVAIX (0.93) is less costly to investors than RMFEX (0.62). SVAIX is a more actively managed with annual turnover of: 35.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than SVAIX: RMFEX (250) vs SVAIX (1000000). SVAIX (7.31) and RMFEX (7.29) have marching annual gain over last year. SVAIX (60.68) and RMFEX (58.61) have equivalent 5 years return.
| RMFEX | SVAIX | RMFEX / SVAIX | |
| Total Expense Ratio | 0.62 | 0.81 | 77% |
| Annual Report Gross Expense Ratio | 0.62 | 0.93 | 67% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 8.849 | 7.362 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 8.38B | 1,289% |
| Annual Yield % from dividends | 1.51 | 3.52 | 43% |
| Returns for 1 year | 7.29 | 7.31 | 100% |
| Returns for 3 years | 26.77 | 15.50 | 173% |
| Returns for 5 years | 58.61 | 60.68 | 97% |
| Returns for 10 years | 83.47 | 41.32 | 202% |
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