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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$55.97
Change-$3.05 (-5.17%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Large-Cap Value Equity C
Price$11.31
Change-$0.11 (-0.96%)
VolumeN/A
CapitalizationN/A
RMFEX vs SVIFX Comparison Chart
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RMFEX vs. SVIFX commentary
Dec 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. SVIFX (633M). RMFEX pays higher dividends than SVIFX: RMFEX (1.95) vs SVIFX (0.56). RMFEX was incepted earlier than SVIFX: RMFEX (22 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). SVIFX (13.09) and RMFEX (12.89) have marching annual gain over last year. RMFEX return over 5 years is better than : 42.46 vs. SVIFX (-16.47).
| RMFEX | SVIFX | RMFEX / SVIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 30 years | - |
| Gain YTD | 11.693 | 11.632 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 633M | 16,430% |
| Annual Yield % from dividends | 1.95 | 0.56 | 345% |
| Returns for 1 year | 12.89 | 13.09 | 99% |
| Returns for 3 years | 15.13 | -23.73 | -64% |
| Returns for 5 years | 42.46 | -16.47 | -258% |
| Returns for 10 years | 67.84 | -27.53 | -246% |
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