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RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
RMFEX vs SVIIX Comparison Chart in %
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RMFEX vs. SVIIX commentary
Jul 07, 2026
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: 117B vs. SVIIX (276M). SVIIX pays higher dividends than RMFEX: SVIIX (2.58) vs RMFEX (1.42). RMFEX was incepted earlier than SVIIX: RMFEX (24 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: 157.00 vs. RMFEX (30.00). 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 : 9.15 vs. SVIIX (6.27). RMFEX return over 5 years is better than : 39.48 vs. SVIIX (-26.27).
| RMFEX | SVIIX | RMFEX / SVIIX | |
| Total Expense Ratio | 0.62 | 1.24 | 50% |
| Annual Report Gross Expense Ratio | 0.62 | 1.25 | 50% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 9.354 | 13.020 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 276M | 42,391% |
| Annual Yield % from dividends | 1.42 | 2.58 | 55% |
| Returns for 1 year | 9.15 | 6.27 | 146% |
| Returns for 3 years | 38.81 | 9.84 | 394% |
| Returns for 5 years | 39.48 | -26.27 | -150% |
| Returns for 10 years | 101.57 | -24.44 | -416% |
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