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RMFEX vs SVALX
RMFEX vs SVALX Comparison
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RMFEX vs SVALX Comparison Chart in %
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RMFEX vs. SVALX commentary
Aug 23, 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 SVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 118B vs. SVALX (10.1B). SVALX pays higher dividends than RMFEX: SVALX (3.23) vs RMFEX (1.41). RMFEX was incepted earlier than SVALX: RMFEX (24 years) vs SVALX (10 years). SVALX (0.84) is less costly to investors than RMFEX (0.62). SVALX is a more actively managed with annual turnover of: 34.00 vs. RMFEX (30.00). SVALX has a lower initial minimum investment than RMFEX: SVALX (0) vs RMFEX (250). SVALX annual gain was more profitable for investors over the last year : 16.74 vs. RMFEX (9.52). SVALX return over 5 years is better than : 55.52 vs. RMFEX (38.89).
| RMFEX | SVALX | RMFEX / SVALX | |
| Total Expense Ratio | 0.62 | 0.79 | 78% |
| Annual Report Gross Expense Ratio | 0.62 | 0.84 | 74% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 10.681 | 16.487 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 10.1B | 1,168% |
| Annual Yield % from dividends | 1.41 | 3.23 | 44% |
| Returns for 1 year | 9.52 | 16.74 | 57% |
| Returns for 3 years | 40.18 | 56.03 | 72% |
| Returns for 5 years | 38.89 | 55.52 | 70% |
| Returns for 10 years | 100.46 | 65.00 | 155% |
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