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RMFEX vs SVAAX
RMFEX vs SVAAX Comparison
Open Charts RMFEX vs SVAAX
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets111.18B
Federated Hermes Strategic Value Div A
Price$6.47
Change+$0.06 (+0.94%)
VolumeN/A
Net Assets8.67B
RMFEX vs SVAAX Comparison Chart in %
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RMFEX vs. SVAAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. SVAAX (8.67B). SVAAX pays higher dividends than RMFEX: SVAAX (2.99) vs RMFEX (1.46). RMFEX was incepted earlier than SVAAX: RMFEX (23 years) vs SVAAX (21 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). SVAAX annual gain was more profitable for investors over the last year : 5.70 vs. RMFEX (5.28). SVAAX return over 5 years is better than : 65.76 vs. RMFEX (59.52).
| 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 | 21 years | - |
| Gain YTD | 13.941 | 12.812 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 8.67B | 1,280% |
| Annual Yield % from dividends | 1.46 | 2.99 | 49% |
| Returns for 1 year | 5.28 | 5.70 | 93% |
| Returns for 3 years | 40.09 | 29.82 | 134% |
| Returns for 5 years | 59.52 | 65.76 | 91% |
| Returns for 10 years | 98.84 | 44.28 | 223% |
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