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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
Virtus Ceredex Large-Cap Value Equity C
Price$8.28
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets514.72M
RMFEX vs SVIFX Comparison Chart
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RMFEX vs. SVIFX commentary
Apr 18, 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: 96.5B vs. SVIFX (515M). RMFEX pays higher dividends than SVIFX: RMFEX (1.61) vs SVIFX (0.65). RMFEX was incepted earlier than SVIFX: RMFEX (23 years) vs SVIFX (30 years). SVIFX (2.03) is less costly to investors than RMFEX (0.62). SVIFX is a more actively managed with annual turnover of: 132.00 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 : 3.95 vs. SVIFX (-19.04). RMFEX return over 5 years is better than : 51.09 vs. SVIFX (-19.40).
| RMFEX | SVIFX | RMFEX / SVIFX | |
| Total Expense Ratio | 0.62 | 1.72 | 36% |
| Annual Report Gross Expense Ratio | 0.62 | 2.03 | 31% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | -3.251 | -8.619 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5B | 515M | 18,738% |
| Annual Yield % from dividends | 1.61 | 0.65 | 249% |
| Returns for 1 year | 3.95 | -19.04 | -21% |
| Returns for 3 years | 6.78 | -23.15 | -29% |
| Returns for 5 years | 51.09 | -19.40 | -263% |
| Returns for 10 years | 58.82 | -46.99 | -125% |
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