RNWBX
Price
$103.86
Change
+$0.71 (+0.69%)
Updated
Jun 2 closing price
Net Assets
85.56B
SFVLX
Price
$18.44
Change
-$0.09 (-0.49%)
Updated
Jun 2 closing price
Net Assets
160.01M
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RNWBX vs SFVLX

Header iconRNWBX vs SFVLX Comparison
Open Charts RNWBX vs SFVLXBanner chart's image
RNWBX vs SFVLX Comparison Chart in %
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RNWBX vs. SFVLX commentary
Jun 04, 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 RNWBX is a Hold and SFVLX is a Buy.

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FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 85.6B vs. SFVLX (160M). SFVLX pays higher dividends than RNWBX: SFVLX (3.14) vs RNWBX (0.41). RNWBX was incepted earlier than SFVLX: RNWBX (24 years) vs SFVLX (10 years). RNWBX (1.66) is less costly to investors than SFVLX (1.19). RNWBX is a more actively managed with annual turnover of: 46.00 vs. SFVLX (11.00). RNWBX has a lower initial minimum investment than SFVLX: RNWBX (250) vs SFVLX (2500). SFVLX (28.07) and RNWBX (28.07) have marching annual gain over last year. SFVLX return over 5 years is better than : 57.35 vs. RNWBX (14.29).
RNWBXSFVLXRNWBX / SFVLX
Total Expense Ratio1.661.15144%
Annual Report Gross Expense Ratio1.661.19139%
Fund Existence24 years10 years-
Gain YTD16.2529.645168%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets85.6B160M53,500%
Annual Yield % from dividends0.413.1413%
Returns for 1 year28.0728.07100%
Returns for 3 years51.4953.5296%
Returns for 5 years14.2957.3525%
Returns for 10 years111.19141.0879%
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