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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$56.54
Change+$1.20 (+2.17%)
VolumeN/A
Net Assets100.86B
Virtus Ceredex Large-Cap Value Equity C
Price$9.06
Change+$0.31 (+3.54%)
VolumeN/A
Net Assets523.37M
RMFEX vs SVIFX Comparison Chart
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RMFEX vs. SVIFX commentary
May 13, 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: 101B vs. SVIFX (523M). RMFEX pays higher dividends than SVIFX: RMFEX (1.65) vs SVIFX (0.68). 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 : 4.43 vs. SVIFX (-17.93). RMFEX return over 5 years is better than : 62.84 vs. SVIFX (-10.47).
| 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 | 1.154 | -3.315 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101B | 523M | 19,312% |
| Annual Yield % from dividends | 1.65 | 0.68 | 244% |
| Returns for 1 year | 4.43 | -17.93 | -25% |
| Returns for 3 years | 17.36 | -13.47 | -129% |
| Returns for 5 years | 62.84 | -10.47 | -600% |
| Returns for 10 years | 64.99 | -44.05 | -148% |
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