Interact to see
Advertisement
Advertisement
RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
RMFEX vs SVIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RMFEX vs. SVIIX commentary
Jun 15, 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 (273M). SVIIX pays higher dividends than RMFEX: SVIIX (2.63) vs RMFEX (1.45). 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). SVIIX annual gain was more profitable for investors over the last year : 10.97 vs. RMFEX (9.66). RMFEX return over 5 years is better than : 36.84 vs. SVIIX (-27.08).
| 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 | 7.089 | 15.427 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 273M | 42,857% |
| Annual Yield % from dividends | 1.45 | 2.63 | 55% |
| Returns for 1 year | 9.66 | 10.97 | 88% |
| Returns for 3 years | 35.77 | 11.96 | 299% |
| Returns for 5 years | 36.84 | -27.08 | -136% |
| Returns for 10 years | 102.59 | -20.71 | -495% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers