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RWBEX vs SVTAX
RWBEX vs SVTAX Comparison
Open Charts RWBEX vs SVTAX
American Funds Capital World Gr&Inc R2E
Price$66.90
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$11.05
Change-$0.08 (-0.72%)
VolumeN/A
CapitalizationN/A
RWBEX vs SVTAX Comparison Chart
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RWBEX vs. SVTAX commentary
Nov 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 Sell and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. SVTAX (819M). 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). RWBEX annual gain was more profitable for investors over the last year : 18.55 vs. SVTAX (13.79). RWBEX return over 5 years is better than : 37.10 vs. SVTAX (6.72).
| 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 | 12.641 | 13.800 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 819M | 15,263% |
| Annual Yield % from dividends | 1.28 | 1.58 | 81% |
| Returns for 1 year | 18.55 | 13.79 | 135% |
| Returns for 3 years | 2.29 | -3.59 | -64% |
| Returns for 5 years | 37.10 | 6.72 | 552% |
| Returns for 10 years | 47.08 | 20.40 | 231% |
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