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RMFEX vs SVALX
RMFEX vs SVALX Comparison
Open Charts RMFEX vs SVALX
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
Federated Hermes Strategic Value Div R6
Price$6.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.69B
RMFEX vs SVALX Comparison Chart in %
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RMFEX vs. SVALX 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 SVALX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. SVALX (8.69B). SVALX pays higher dividends than RMFEX: SVALX (3.31) vs RMFEX (1.49). RMFEX was incepted earlier than SVALX: RMFEX (23 years) vs SVALX (9 years). SVALX (0.85) is less costly to investors than RMFEX (0.62). SVALX is a more actively managed with annual turnover of: 35.00 vs. RMFEX (31.00). SVALX has a lower initial minimum investment than RMFEX: SVALX (0) vs RMFEX (250). RMFEX (8.06) and SVALX (7.95) have marching annual gain over last year. SVALX return over 5 years is better than : 66.25 vs. RMFEX (58.84).
| RMFEX | SVALX | RMFEX / SVALX | |
| Total Expense Ratio | 0.62 | 0.79 | 78% |
| Annual Report Gross Expense Ratio | 0.62 | 0.85 | 73% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 11.638 | 11.656 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 8.69B | 1,254% |
| Annual Yield % from dividends | 1.49 | 3.31 | 45% |
| Returns for 1 year | 8.06 | 7.95 | 101% |
| Returns for 3 years | 33.39 | 23.92 | 140% |
| Returns for 5 years | 58.84 | 66.25 | 89% |
| Returns for 10 years | 98.59 | N/A | - |
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