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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$61.97
Change-$0.71 (-1.13%)
VolumeN/A
Net Assets112.28B
Virtus Ceredex Large-Cap Value Equity C
Price$9.60
Change-$0.16 (-1.64%)
VolumeN/A
Net Assets257.6M
RMFEX vs SVIFX Comparison Chart in %
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RMFEX vs. SVIFX commentary
Nov 14, 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: 112B vs. SVIFX (258M). RMFEX pays higher dividends than SVIFX: RMFEX (1.46) vs SVIFX (0.61). 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 : 7.02 vs. SVIFX (-14.88). RMFEX return over 5 years is better than : 57.30 vs. SVIFX (-19.30).
| 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 | 15.396 | 7.845 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 258M | 43,411% |
| Annual Yield % from dividends | 1.46 | 0.61 | 239% |
| Returns for 1 year | 7.02 | -14.88 | -47% |
| Returns for 3 years | 31.78 | -0.19 | -17,122% |
| Returns for 5 years | 57.30 | -19.30 | -297% |
| Returns for 10 years | 101.84 | -34.34 | -297% |
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