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RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
American Funds American Mutual R4
Price$61.26
Change-$0.49 (-0.79%)
VolumeN/A
Net Assets111.34B
Virtus Ceredex Large-Cap Value Equity A
Price$10.09
Change-$0.05 (-0.49%)
VolumeN/A
Net Assets605.83M
RMFEX vs SVIIX Comparison Chart in %
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RMFEX vs. SVIIX commentary
Sep 27, 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 Hold and SVIIX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. SVIIX (606M). RMFEX pays higher dividends than SVIIX: RMFEX (1.49) 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 : 6.37 vs. SVIIX (-12.13). RMFEX return over 5 years is better than : 64.68 vs. SVIIX (-7.09).
| 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 | 12.781 | 5.187 | 246% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 606M | 18,317% |
| Annual Yield % from dividends | 1.49 | 0.91 | 163% |
| Returns for 1 year | 6.37 | -12.13 | -52% |
| Returns for 3 years | 41.82 | 12.91 | 324% |
| Returns for 5 years | 64.68 | -7.09 | -913% |
| Returns for 10 years | 111.22 | -23.47 | -474% |
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