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RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets92.19B
Virtus Ceredex Large-Cap Value Equity A
Price$9.11
Change+$0.72 (+8.58%)
VolumeN/A
Net Assets490.57M
RMFEX vs SVIIX Comparison Chart
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RMFEX vs. SVIIX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 92.2B vs. SVIIX (491M). RMFEX pays higher dividends than SVIIX: RMFEX (1.61) vs SVIIX (0.96). RMFEX was incepted earlier than SVIIX: RMFEX (23 years) vs SVIIX (32 years). SVIIX (1.28) is less costly to investors than RMFEX (0.62). SVIIX is a more actively managed with annual turnover of: 132.00 vs. RMFEX (31.00). 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 : -4.11 vs. SVIIX (-25.31). RMFEX return over 5 years is better than : 47.69 vs. SVIIX (-17.59).
| RMFEX | SVIIX | RMFEX / SVIIX | |
| Total Expense Ratio | 0.62 | 1.24 | 50% |
| Annual Report Gross Expense Ratio | 0.62 | 1.28 | 48% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -7.620 | -12.967 | 59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.2B | 491M | 18,778% |
| Annual Yield % from dividends | 1.61 | 0.96 | 167% |
| Returns for 1 year | -4.11 | -25.31 | 16% |
| Returns for 3 years | 0.28 | -25.89 | -1% |
| Returns for 5 years | 47.69 | -17.59 | -271% |
| Returns for 10 years | 51.93 | -44.96 | -116% |
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