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RMFEX vs SVAIX
RMFEX vs SVAIX Comparison
Open Charts RMFEX vs SVAIX
American Funds American Mutual R4
Price$62.48
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
Federated Hermes Strategic Value Div IS
Price$6.53
Change+$0.02 (+0.31%)
VolumeN/A
Net Assets8.75B
RMFEX vs SVAIX Comparison Chart in %
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RMFEX vs. SVAIX commentary
Oct 08, 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 SVAIX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. SVAIX (8.75B). SVAIX pays higher dividends than RMFEX: SVAIX (3.20) vs RMFEX (1.46). RMFEX was incepted earlier than SVAIX: RMFEX (23 years) vs SVAIX (21 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). RMFEX (8.45) and SVAIX (8.31) have marching annual gain over last year. SVAIX return over 5 years is better than : 66.18 vs. RMFEX (61.73).
| 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 | 21 years | - |
| Gain YTD | 15.028 | 12.929 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 8.75B | 1,291% |
| Annual Yield % from dividends | 1.46 | 3.20 | 46% |
| Returns for 1 year | 8.45 | 8.31 | 102% |
| Returns for 3 years | 44.96 | 35.37 | 127% |
| Returns for 5 years | 61.73 | 66.18 | 93% |
| Returns for 10 years | 101.65 | 49.80 | 204% |
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