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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$59.66
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets108.17B
Virtus Ceredex Large-Cap Value Equity C
Price$9.27
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets607.84M
RMFEX vs SVIFX Comparison Chart in %
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RMFEX vs. SVIFX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. SVIFX (608M). RMFEX pays higher dividends than SVIFX: RMFEX (1.53) vs SVIFX (0.64). 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 : 8.17 vs. SVIFX (-15.09). RMFEX return over 5 years is better than : 59.19 vs. SVIFX (-13.19).
| 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 | 9.454 | 1.989 | 475% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 608M | 17,763% |
| Annual Yield % from dividends | 1.53 | 0.64 | 239% |
| Returns for 1 year | 8.17 | -15.09 | -54% |
| Returns for 3 years | 31.60 | 0.35 | 9,014% |
| Returns for 5 years | 59.19 | -13.19 | -449% |
| Returns for 10 years | 82.54 | -39.71 | -208% |
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