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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
Virtus Ceredex Large-Cap Value Equity C
Price$9.36
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets618.9M
RMFEX vs SVIFX Comparison Chart in %
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RMFEX vs. SVIFX commentary
Jul 07, 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 SVIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. SVIFX (619M). RMFEX pays higher dividends than SVIFX: RMFEX (1.53) vs SVIFX (0.64). RMFEX was incepted earlier than SVIFX: RMFEX (23 years) vs SVIFX (30 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 : 11.81 vs. SVIFX (-9.69). RMFEX return over 5 years is better than : 64.33 vs. SVIFX (-7.91).
| 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 | 30 years | - |
| Gain YTD | 9.748 | 3.425 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 619M | 17,609% |
| Annual Yield % from dividends | 1.53 | 0.64 | 239% |
| Returns for 1 year | 11.81 | -9.69 | -122% |
| Returns for 3 years | 30.45 | 2.09 | 1,456% |
| Returns for 5 years | 64.33 | -7.91 | -813% |
| Returns for 10 years | 86.20 | -38.28 | -225% |
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