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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
Virtus Ceredex Large-Cap Value Equity C
Price$9.52
Change+$0.07 (+0.74%)
VolumeN/A
Net Assets632.74M
RMFEX vs SVIFX Comparison Chart
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RMFEX vs. SVIFX commentary
Jan 19, 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: 103B vs. SVIFX (633M). RMFEX pays higher dividends than SVIFX: RMFEX (1.95) vs SVIFX (0.56). RMFEX was incepted earlier than SVIFX: RMFEX (23 years) vs SVIFX (30 years). SVIFX is a more actively managed with annual turnover of: 132.00 vs. RMFEX (25.00). 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 : 12.78 vs. SVIFX (-4.10). RMFEX return over 5 years is better than : 39.96 vs. SVIFX (-27.63).
| RMFEX | SVIFX | RMFEX / SVIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | 2.167 | 5.193 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 633M | 16,272% |
| Annual Yield % from dividends | 1.95 | 0.56 | 345% |
| Returns for 1 year | 12.78 | -4.10 | -312% |
| Returns for 3 years | 13.63 | -18.52 | -74% |
| Returns for 5 years | 39.96 | -27.63 | -145% |
| Returns for 10 years | 71.41 | -37.27 | -192% |
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