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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$57.70
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets105.22B
Virtus Ceredex Large-Cap Value Equity C
Price$8.98
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets530.11M
RMFEX vs SVIFX Comparison Chart
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RMFEX vs. SVIFX commentary
Jun 07, 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: 105B vs. SVIFX (530M). RMFEX pays higher dividends than SVIFX: RMFEX (1.58) vs SVIFX (0.65). 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 : 8.80 vs. SVIFX (-15.03). RMFEX return over 5 years is better than : 53.30 vs. SVIFX (-20.24).
| 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 | 5.559 | -0.552 | -1,006% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 530M | 19,811% |
| Annual Yield % from dividends | 1.58 | 0.65 | 241% |
| Returns for 1 year | 8.80 | -15.03 | -59% |
| Returns for 3 years | 19.58 | -13.60 | -144% |
| Returns for 5 years | 53.30 | -20.24 | -263% |
| Returns for 10 years | 76.28 | -41.42 | -184% |
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