Interact to see
Advertisement
Advertisement
RMFEX vs SVAAX
RMFEX vs SVAAX Comparison
Open Charts RMFEX vs SVAAX
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
Federated Hermes Strategic Value Div A
Price$6.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.69B
RMFEX vs SVAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RMFEX vs. SVAAX commentary
Sep 08, 2025
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 SVAAX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. SVAAX (8.69B). SVAAX pays higher dividends than RMFEX: SVAAX (3.09) vs RMFEX (1.49). RMFEX was incepted earlier than SVAAX: RMFEX (23 years) vs SVAAX (20 years). SVAAX (1.17) is less costly to investors than RMFEX (0.62). SVAAX is a more actively managed with annual turnover of: 35.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than SVAAX: RMFEX (250) vs SVAAX (1500). RMFEX (8.06) and SVAAX (7.73) have marching annual gain over last year. SVAAX return over 5 years is better than : 64.01 vs. RMFEX (58.84).
| RMFEX | SVAAX | RMFEX / SVAAX | |
| Total Expense Ratio | 0.62 | 1.06 | 58% |
| Annual Report Gross Expense Ratio | 0.62 | 1.17 | 53% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 11.638 | 11.555 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 8.69B | 1,254% |
| Annual Yield % from dividends | 1.49 | 3.09 | 48% |
| Returns for 1 year | 8.06 | 7.73 | 104% |
| Returns for 3 years | 33.39 | 22.91 | 146% |
| Returns for 5 years | 58.84 | 64.01 | 92% |
| Returns for 10 years | 98.59 | 52.08 | 189% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers