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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
Virtus Ceredex Large-Cap Value Equity C
Price$9.45
Change-$0.18 (-1.87%)
VolumeN/A
Net Assets609.09M
RMFEX vs SVIFX Comparison Chart
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RMFEX vs. SVIFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. SVIFX (609M). 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 : 11.37 vs. SVIFX (-8.29). RMFEX return over 5 years is better than : 43.97 vs. SVIFX (-28.21).
| 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 | 4.880 | 4.420 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 609M | 17,241% |
| Annual Yield % from dividends | 1.95 | 0.56 | 345% |
| Returns for 1 year | 11.37 | -8.29 | -137% |
| Returns for 3 years | 20.81 | -13.99 | -149% |
| Returns for 5 years | 43.97 | -28.21 | -156% |
| Returns for 10 years | 71.03 | -39.76 | -179% |
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