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RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets111.18B
Virtus Ceredex Large-Cap Value Equity A
Price$10.22
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets414.59M
RMFEX vs SVIIX Comparison Chart in %
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RMFEX vs. SVIIX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. SVIIX (415M). RMFEX pays higher dividends than SVIIX: RMFEX (1.46) vs SVIIX (0.91). RMFEX was incepted earlier than SVIIX: RMFEX (23 years) vs SVIIX (33 years). SVIIX (1.25) is less costly to investors than RMFEX (0.62). SVIIX is a more actively managed with annual turnover of: 112.00 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 : 5.28 vs. SVIIX (-13.01). RMFEX return over 5 years is better than : 59.52 vs. SVIIX (-12.38).
| RMFEX | SVIIX | RMFEX / SVIIX | |
| Total Expense Ratio | 0.62 | 1.24 | 50% |
| Annual Report Gross Expense Ratio | 0.62 | 1.25 | 50% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 13.941 | 6.017 | 232% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 415M | 26,747% |
| Annual Yield % from dividends | 1.46 | 0.91 | 161% |
| Returns for 1 year | 5.28 | -13.01 | -41% |
| Returns for 3 years | 40.09 | 10.47 | 383% |
| Returns for 5 years | 59.52 | -12.38 | -481% |
| Returns for 10 years | 98.84 | -29.65 | -333% |