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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$59.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets108.54B
Virtus Ceredex Large-Cap Value Equity C
Price$9.26
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets602.62M
RMFEX vs SVIFX Comparison Chart in %
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RMFEX vs. SVIFX commentary
Aug 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 Buy and SVIFX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. SVIFX (603M). RMFEX pays higher dividends than SVIFX: RMFEX (1.51) vs SVIFX (0.63). 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 : 11.05 vs. SVIFX (-9.59). RMFEX return over 5 years is better than : 56.76 vs. SVIFX (-15.13).
| 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 | 9.675 | 2.541 | 381% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 603M | 18,076% |
| Annual Yield % from dividends | 1.51 | 0.63 | 240% |
| Returns for 1 year | 11.05 | -9.59 | -115% |
| Returns for 3 years | 26.87 | -5.19 | -518% |
| Returns for 5 years | 56.76 | -15.13 | -375% |
| Returns for 10 years | 85.72 | -38.00 | -226% |
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