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RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
American Funds American Mutual R4
Price$61.97
Change-$0.71 (-1.13%)
VolumeN/A
Net Assets112.28B
Virtus Ceredex Large-Cap Value Equity A
Price$10.27
Change-$0.18 (-1.72%)
VolumeN/A
Net Assets257.6M
RMFEX vs SVIIX Comparison Chart in %
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RMFEX vs. SVIIX 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 SVIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. SVIIX (258M). RMFEX pays higher dividends than SVIIX: RMFEX (1.46) vs SVIIX (0.90). RMFEX was incepted earlier than SVIIX: RMFEX (23 years) vs SVIIX (33 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 : 7.02 vs. SVIIX (-13.46). RMFEX return over 5 years is better than : 57.30 vs. SVIIX (-14.79).
| 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 | 33 years | - |
| Gain YTD | 15.396 | 8.402 | 183% |
| Front Load | N/A | 6% | - |
| 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 | 0.90 | 162% |
| Returns for 1 year | 7.02 | -13.46 | -52% |
| Returns for 3 years | 31.78 | 2.94 | 1,080% |
| Returns for 5 years | 57.30 | -14.79 | -388% |
| Returns for 10 years | 101.84 | -28.33 | -359% |
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