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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$62.90
Change+$0.30 (+0.48%)
VolumeN/A
Net Assets111.8B
Virtus Ceredex Large-Cap Value Equity C
Price$9.81
Change+$0.11 (+1.13%)
VolumeN/A
Net Assets254.96M
RMFEX vs SVIFX Comparison Chart in %
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RMFEX vs. SVIFX commentary
Dec 04, 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 StrongBuy and SVIFX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. SVIFX (255M). RMFEX pays higher dividends than SVIFX: RMFEX (1.43) vs SVIFX (0.60). RMFEX was incepted earlier than SVIFX: RMFEX (23 years) vs SVIFX (31 years). SVIFX (2.04) is less costly to investors than RMFEX (0.62). SVIFX is a more actively managed with annual turnover of: 112.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than SVIFX: RMFEX (250) vs SVIFX (2500). RMFEX annual gain was more profitable for investors over the last year : 5.83 vs. SVIFX (-16.87). RMFEX return over 5 years is better than : 55.19 vs. SVIFX (-21.07).
| RMFEX | SVIFX | RMFEX / SVIFX | |
| Total Expense Ratio | 0.62 | 1.72 | 36% |
| Annual Report Gross Expense Ratio | 0.62 | 2.04 | 30% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 15.285 | 7.514 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 255M | 43,922% |
| Annual Yield % from dividends | 1.43 | 0.60 | 237% |
| Returns for 1 year | 5.83 | -16.87 | -35% |
| Returns for 3 years | 28.26 | -2.46 | -1,151% |
| Returns for 5 years | 55.19 | -21.07 | -262% |
| Returns for 10 years | 97.17 | -36.16 | -269% |
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