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RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
Virtus Ceredex Large-Cap Value Equity A
Price$9.66
Change-$0.13 (-1.33%)
VolumeN/A
Net Assets573.24M
RMFEX vs SVIIX Comparison Chart
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RMFEX vs. SVIIX commentary
Jun 16, 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: 106B vs. SVIIX (573M). RMFEX pays higher dividends than SVIIX: RMFEX (1.58) vs SVIIX (0.97). 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 : 9.03 vs. SVIIX (-13.16). RMFEX return over 5 years is better than : 62.32 vs. SVIIX (-9.75).
| 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 | 6.152 | 0.207 | 2,965% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 573M | 18,499% |
| Annual Yield % from dividends | 1.58 | 0.97 | 163% |
| Returns for 1 year | 9.03 | -13.16 | -69% |
| Returns for 3 years | 29.63 | -0.87 | -3,400% |
| Returns for 5 years | 62.32 | -9.75 | -639% |
| Returns for 10 years | 76.27 | -36.70 | -208% |
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