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RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets108.37B
Virtus Ceredex Large-Cap Value Equity A
Price$10.01
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets616.37M
RMFEX vs SVIIX Comparison Chart in %
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RMFEX vs. SVIIX commentary
Jul 04, 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: 108B vs. SVIIX (616M). RMFEX pays higher dividends than SVIIX: RMFEX (1.53) vs SVIIX (0.95). RMFEX was incepted earlier than SVIIX: RMFEX (23 years) vs SVIIX (32 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 : 11.81 vs. SVIIX (-8.51). RMFEX return over 5 years is better than : 64.33 vs. SVIIX (-3.17).
| 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 | 32 years | - |
| Gain YTD | 9.748 | 3.319 | 294% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 616M | 17,532% |
| Annual Yield % from dividends | 1.53 | 0.95 | 162% |
| Returns for 1 year | 11.81 | -8.51 | -139% |
| Returns for 3 years | 30.45 | 4.81 | 633% |
| Returns for 5 years | 64.33 | -3.17 | -2,030% |
| Returns for 10 years | 86.20 | -32.95 | -262% |