Interact to see
Advertisement
Advertisement
RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
Virtus Ceredex Large-Cap Value Equity C
Price$9.07
Change+$0.09 (+1.00%)
VolumeN/A
Net Assets581.04M
RMFEX vs SVIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RMFEX vs. SVIFX commentary
Jun 27, 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 SVIFX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. SVIFX (581M). RMFEX pays higher dividends than SVIFX: RMFEX (1.58) vs SVIFX (0.65). RMFEX was incepted earlier than SVIFX: RMFEX (23 years) vs SVIFX (30 years). SVIFX (2.04) is less costly to investors than RMFEX (0.62). SVIFX is a more actively managed with annual turnover of: 112.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than SVIFX: RMFEX (250) vs SVIFX (2500). RMFEX annual gain was more profitable for investors over the last year : 9.98 vs. SVIFX (-13.43). RMFEX return over 5 years is better than : 66.41 vs. SVIFX (-8.58).
| RMFEX | SVIFX | RMFEX / SVIFX | |
| Total Expense Ratio | 0.62 | 1.72 | 36% |
| Annual Report Gross Expense Ratio | 0.62 | 2.04 | 30% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 7.546 | -0.773 | -976% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 581M | 18,244% |
| Annual Yield % from dividends | 1.58 | 0.65 | 241% |
| Returns for 1 year | 9.98 | -13.43 | -74% |
| Returns for 3 years | 27.58 | -3.50 | -787% |
| Returns for 5 years | 66.41 | -8.58 | -774% |
| Returns for 10 years | 82.97 | -40.97 | -202% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement