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RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
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RMFEX vs SVIIX Comparison Chart in %
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RMFEX vs. SVIIX commentary
Sep 12, 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 (267M). SVIIX pays higher dividends than RMFEX: SVIIX (2.51) vs RMFEX (1.41). RMFEX was incepted earlier than SVIIX: RMFEX (24 years) vs SVIIX (34 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). SVIIX annual gain was more profitable for investors over the last year : 5.50 vs. RMFEX (5.11). RMFEX return over 5 years is better than : 37.76 vs. SVIIX (-25.35).
| 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 | 34 years | - |
| Gain YTD | 8.776 | 14.661 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 267M | 43,820% |
| Annual Yield % from dividends | 1.41 | 2.51 | 56% |
| Returns for 1 year | 5.11 | 5.50 | 93% |
| Returns for 3 years | 36.71 | 10.88 | 337% |
| Returns for 5 years | 37.76 | -25.35 | -149% |
| Returns for 10 years | 102.44 | -23.44 | -437% |
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