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RMFEX vs SVIFX
RMFEX vs SVIFX Comparison
Open Charts RMFEX vs SVIFX
American Funds American Mutual R4
Price$60.45
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets111.52B
Virtus Ceredex Large-Cap Value Equity C
Price$8.93
Change+$0.05 (+0.56%)
VolumeN/A
Net Assets269.56M
RMFEX vs SVIFX Comparison Chart in %
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RMFEX vs. SVIFX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. SVIFX (270M). SVIFX pays higher dividends than RMFEX: SVIFX (2.58) vs RMFEX (1.53). RMFEX was incepted earlier than SVIFX: RMFEX (24 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 : 11.71 vs. SVIFX (-1.25). RMFEX return over 5 years is better than : 46.47 vs. SVIFX (-28.78).
| RMFEX | SVIFX | RMFEX / SVIFX | |
| Total Expense Ratio | 0.62 | 1.72 | 36% |
| Annual Report Gross Expense Ratio | 0.62 | 2.04 | 30% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 2.111 | 5.183 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 270M | 41,481% |
| Annual Yield % from dividends | 1.53 | 2.58 | 59% |
| Returns for 1 year | 11.71 | -1.25 | -935% |
| Returns for 3 years | 29.27 | -3.04 | -961% |
| Returns for 5 years | 46.47 | -28.78 | -161% |
| Returns for 10 years | 118.51 | -25.57 | -464% |
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