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RWBEX vs SVTAX
RWBEX vs SVTAX Comparison
Open Charts RWBEX vs SVTAX
American Funds Capital World Gr&Inc R2E
Price$65.96
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
SEI Global Managed Volatility F (SIMT)
Price$10.56
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets799.79M
RWBEX vs SVTAX Comparison Chart
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RWBEX vs. SVTAX commentary
Feb 23, 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 RWBEX is a StrongBuy and SVTAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. SVTAX (800M). SVTAX pays higher dividends than RWBEX: SVTAX (1.58) vs RWBEX (1.28). RWBEX was incepted earlier than SVTAX: RWBEX (10 years) vs SVTAX (19 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 : 7.52 vs. RWBEX (6.59). RWBEX return over 5 years is better than : 30.89 vs. SVTAX (2.50).
| RWBEX | SVTAX | RWBEX / SVTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 19 years | - |
| Gain YTD | 4.252 | 4.658 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 800M | 16,000% |
| Annual Yield % from dividends | 1.28 | 1.58 | 81% |
| Returns for 1 year | 6.59 | 7.52 | 88% |
| Returns for 3 years | 15.51 | 7.17 | 216% |
| Returns for 5 years | 30.89 | 2.50 | 1,236% |
| Returns for 10 years | 42.33 | 18.79 | 225% |
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