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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
Jul 28, 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 Hold and SVIIX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 118B vs. SVIIX (272M). 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 : 7.81 vs. SVIIX (3.89). RMFEX return over 5 years is better than : 39.70 vs. SVIIX (-26.56).
| 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 | 9.762 | 12.582 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 272M | 43,382% |
| Annual Yield % from dividends | 1.42 | 2.58 | 55% |
| Returns for 1 year | 7.81 | 3.89 | 201% |
| Returns for 3 years | 34.14 | 4.36 | 782% |
| Returns for 5 years | 39.70 | -26.56 | -149% |
| Returns for 10 years | 99.39 | -25.79 | -385% |
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