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RMFEX vs SVYAX
RMFEX vs SVYAX Comparison
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RMFEX vs SVYAX Comparison Chart in %
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RMFEX vs. SVYAX commentary
Jul 14, 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 SVYAX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 118B vs. SVYAX (384M). SVYAX pays higher dividends than RMFEX: SVYAX (2.07) vs RMFEX (1.42). RMFEX was incepted earlier than SVYAX: RMFEX (24 years) vs SVYAX (18 years). RMFEX (0.62) and SVYAX (0.62) have similar cost to investors . SVYAX is a more actively managed with annual turnover of: 116.00 vs. RMFEX (30.00). RMFEX has a lower initial minimum investment than SVYAX: RMFEX (250) vs SVYAX (100000). RMFEX annual gain was more profitable for investors over the last year : 9.23 vs. SVYAX (-39.70). RMFEX return over 5 years is better than : 39.39 vs. SVYAX (-49.96).
| RMFEX | SVYAX | RMFEX / SVYAX | |
| Total Expense Ratio | 0.62 | 0.20 | 310% |
| Annual Report Gross Expense Ratio | 0.62 | 0.62 | 100% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 9.303 | 9.198 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 384M | 30,729% |
| Annual Yield % from dividends | 1.42 | 2.07 | 69% |
| Returns for 1 year | 9.23 | -39.70 | -23% |
| Returns for 3 years | 36.13 | -36.45 | -99% |
| Returns for 5 years | 39.39 | -49.96 | -79% |
| Returns for 10 years | 99.14 | -40.87 | -243% |
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