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RWBEX vs SVTAX
RWBEX vs SVTAX Comparison
Open Charts RWBEX vs SVTAX
American Funds Capital World Gr&Inc R2E
Price$65.17
Change-$4.61 (-6.61%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$10.45
Change-$0.73 (-6.53%)
VolumeN/A
CapitalizationN/A
RWBEX vs SVTAX Comparison Chart
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RWBEX vs. SVTAX commentary
Dec 18, 2024
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 RWBEX is a Buy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 130B vs. SVTAX (814M). SVTAX pays higher dividends than RWBEX: SVTAX (1.58) vs RWBEX (1.28). RWBEX was incepted earlier than SVTAX: RWBEX (10 years) vs SVTAX (18 years). SVTAX is a more actively managed with annual turnover of: 84.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than SVTAX: RWBEX (250) vs SVTAX (100000). SVTAX annual gain was more profitable for investors over the last year : 16.31 vs. RWBEX (11.66). RWBEX return over 5 years is better than : 30.86 vs. SVTAX (9.29).
| RWBEX | SVTAX | RWBEX / SVTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 10.091 | 15.139 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 814M | 15,971% |
| Annual Yield % from dividends | 1.28 | 1.58 | 81% |
| Returns for 1 year | 11.66 | 16.31 | 71% |
| Returns for 3 years | 9.08 | 7.48 | 121% |
| Returns for 5 years | 30.86 | 9.29 | 332% |
| Returns for 10 years | 45.55 | 28.83 | 158% |
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