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RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
American Funds American Mutual R4
Price$60.79
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets110.54B
Virtus Ceredex Large-Cap Value Equity A
Price$10.20
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets625.07M
RMFEX vs SVIIX Comparison Chart in %
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RMFEX vs. SVIIX commentary
Jul 28, 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 SVIIX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. SVIIX (625M). RMFEX pays higher dividends than SVIIX: RMFEX (1.53) vs SVIIX (0.95). RMFEX was incepted earlier than SVIIX: RMFEX (23 years) vs SVIIX (32 years). SVIIX (1.25) is less costly to investors than RMFEX (0.62). SVIIX is a more actively managed with annual turnover of: 112.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than SVIIX: RMFEX (250) vs SVIIX (2500). RMFEX annual gain was more profitable for investors over the last year : 11.74 vs. SVIIX (-8.06). RMFEX return over 5 years is better than : 62.99 vs. SVIIX (-5.55).
| RMFEX | SVIIX | RMFEX / SVIIX | |
| Total Expense Ratio | 0.62 | 1.24 | 50% |
| Annual Report Gross Expense Ratio | 0.62 | 1.25 | 50% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 11.527 | 5.809 | 198% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 625M | 17,760% |
| Annual Yield % from dividends | 1.53 | 0.95 | 162% |
| Returns for 1 year | 11.74 | -8.06 | -146% |
| Returns for 3 years | 32.08 | 3.85 | 834% |
| Returns for 5 years | 62.99 | -5.55 | -1,135% |
| Returns for 10 years | 88.96 | -31.03 | -287% |
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