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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$60.97
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets108.91B
Virtus Ceredex Large-Cap Value Equity C
Price$9.54
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets614.88M
RMFEX vs SVIFX Comparison Chart in %
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RMFEX vs. SVIFX commentary
Aug 29, 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: 109B vs. SVIFX (615M). 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 : 7.31 vs. SVIFX (-11.85). RMFEX return over 5 years is better than : 56.62 vs. SVIFX (-15.04).
| 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 | 11.858 | 5.304 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 615M | 17,724% |
| Annual Yield % from dividends | 1.51 | 0.63 | 240% |
| Returns for 1 year | 7.31 | -11.85 | -62% |
| Returns for 3 years | 30.46 | -0.64 | -4,771% |
| Returns for 5 years | 56.62 | -15.04 | -377% |
| Returns for 10 years | 98.75 | -33.16 | -298% |
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