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RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
American Funds American Mutual R4
Price$59.73
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
Virtus Ceredex Large-Cap Value Equity A
Price$9.89
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets602.62M
RMFEX vs SVIIX Comparison Chart in %
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RMFEX vs. SVIIX commentary
Aug 08, 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: 109B vs. SVIIX (603M). RMFEX pays higher dividends than SVIIX: RMFEX (1.51) vs SVIIX (0.93). 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 : 11.42 vs. SVIIX (-7.38). RMFEX return over 5 years is better than : 56.63 vs. SVIIX (-10.61).
| 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 | 9.583 | 2.697 | 355% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 603M | 18,076% |
| Annual Yield % from dividends | 1.51 | 0.93 | 162% |
| Returns for 1 year | 11.42 | -7.38 | -155% |
| Returns for 3 years | 26.71 | -2.84 | -939% |
| Returns for 5 years | 56.63 | -10.61 | -534% |
| Returns for 10 years | 83.15 | -33.59 | -248% |
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