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RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
Virtus Ceredex Large-Cap Value Equity A
Price$10.14
Change+$0.07 (+0.70%)
VolumeN/A
Net Assets632.74M
RMFEX vs SVIIX Comparison Chart
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RMFEX vs. SVIIX commentary
Jan 19, 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 SVIIX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. SVIIX (633M). RMFEX pays higher dividends than SVIIX: RMFEX (1.95) vs SVIIX (1.26). RMFEX was incepted earlier than SVIIX: RMFEX (23 years) vs SVIIX (32 years). SVIIX is a more actively managed with annual turnover of: 132.00 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than SVIIX: RMFEX (250) vs SVIIX (2500). RMFEX annual gain was more profitable for investors over the last year : 12.78 vs. SVIIX (-2.51). RMFEX return over 5 years is better than : 39.96 vs. SVIIX (-23.53).
| RMFEX | SVIIX | RMFEX / SVIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 2.167 | 5.187 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 633M | 16,272% |
| Annual Yield % from dividends | 1.95 | 1.26 | 155% |
| Returns for 1 year | 12.78 | -2.51 | -509% |
| Returns for 3 years | 13.63 | -15.89 | -86% |
| Returns for 5 years | 39.96 | -23.53 | -170% |
| Returns for 10 years | 71.41 | -31.65 | -226% |
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