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RMFEX vs SVIIX
RMFEX vs SVIIX Comparison
Open Charts RMFEX vs SVIIX
American Funds American Mutual R4
Price$59.74
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets111.8B
Virtus Ceredex Large-Cap Value Equity A
Price$9.27
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets263.16M
RMFEX vs SVIIX Comparison Chart in %
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RMFEX vs. SVIIX commentary
Dec 27, 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 Hold and SVIIX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. SVIIX (263M). RMFEX pays higher dividends than SVIIX: RMFEX (1.43) vs SVIIX (0.89). RMFEX was incepted earlier than SVIIX: RMFEX (24 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 : 8.21 vs. SVIIX (-5.12). RMFEX return over 5 years is better than : 48.39 vs. SVIIX (-26.39).
| RMFEX | SVIIX | RMFEX / SVIIX | |
| Total Expense Ratio | 0.62 | 1.24 | 50% |
| Annual Report Gross Expense Ratio | 0.62 | 1.25 | 50% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 9.983 | -3.838 | -260% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 263M | 42,586% |
| Annual Yield % from dividends | 1.43 | 0.89 | 160% |
| Returns for 1 year | 8.21 | -5.12 | -160% |
| Returns for 3 years | 29.84 | -1.50 | -1,994% |
| Returns for 5 years | 48.39 | -26.39 | -183% |
| Returns for 10 years | 97.98 | -31.47 | -311% |
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