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RMFEX vs SVAIX
RMFEX vs SVAIX Comparison
Open Charts RMFEX vs SVAIX
American Funds American Mutual R4
Price$60.46
Change-$0.15 (-0.25%)
VolumeN/A
Net Assets109.9B
Federated Hermes Strategic Value Div IS
Price$6.42
Change-$0.02 (-0.31%)
VolumeN/A
Net Assets8.65B
RMFEX vs SVAIX Comparison Chart in %
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RMFEX vs. SVAIX commentary
Aug 18, 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 SVAIX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. SVAIX (8.65B). SVAIX pays higher dividends than RMFEX: SVAIX (3.52) vs RMFEX (1.51). RMFEX was incepted earlier than SVAIX: RMFEX (23 years) vs SVAIX (20 years). SVAIX (0.93) is less costly to investors than RMFEX (0.62). SVAIX is a more actively managed with annual turnover of: 35.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than SVAIX: RMFEX (250) vs SVAIX (1000000). SVAIX annual gain was more profitable for investors over the last year : 11.31 vs. RMFEX (8.10). SVAIX return over 5 years is better than : 62.08 vs. RMFEX (57.34).
| RMFEX | SVAIX | RMFEX / SVAIX | |
| Total Expense Ratio | 0.62 | 0.81 | 77% |
| Annual Report Gross Expense Ratio | 0.62 | 0.93 | 67% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 10.922 | 10.814 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 8.65B | 1,272% |
| Annual Yield % from dividends | 1.51 | 3.52 | 43% |
| Returns for 1 year | 8.10 | 11.31 | 72% |
| Returns for 3 years | 23.84 | 14.69 | 162% |
| Returns for 5 years | 57.34 | 62.08 | 92% |
| Returns for 10 years | 86.04 | 45.14 | 191% |
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