Interact to see
Advertisement
Advertisement
RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
Virtus Ceredex Large-Cap Value Equity A
Price$9.68
Change+$0.10 (+1.04%)
VolumeN/A
Net Assets530.11M
RMFEX vs SVIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RMFEX vs. SVIIX commentary
Jun 07, 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: 105B vs. SVIIX (530M). RMFEX pays higher dividends than SVIIX: RMFEX (1.58) vs SVIIX (0.97). 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 : 9.37 vs. SVIIX (-13.58). RMFEX return over 5 years is better than : 54.01 vs. SVIIX (-16.01).
| 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 | 6.053 | -0.622 | -972% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105B | 530M | 19,811% |
| Annual Yield % from dividends | 1.58 | 0.97 | 163% |
| Returns for 1 year | 9.37 | -13.58 | -69% |
| Returns for 3 years | 18.90 | -11.76 | -161% |
| Returns for 5 years | 54.01 | -16.01 | -337% |
| Returns for 10 years | 77.06 | -36.40 | -212% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement