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RWBEX vs SVTAX
RWBEX vs SVTAX Comparison
Open Charts RWBEX vs SVTAX
American Funds Capital World Gr&Inc R2E
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
SEI Global Managed Volatility F (SIMT)
Price$10.56
Change-$0.11 (-1.03%)
VolumeN/A
Net Assets788.91M
RWBEX vs SVTAX Comparison Chart
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RWBEX vs. SVTAX commentary
Apr 04, 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 Buy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 123B vs. SVTAX (789M). SVTAX pays higher dividends than RWBEX: SVTAX (1.63) vs RWBEX (1.19). RWBEX was incepted earlier than SVTAX: RWBEX (11 years) vs SVTAX (19 years). SVTAX (1.24) and RWBEX (1.21) have similar cost to investors . SVTAX is a more actively managed with annual turnover of: 85.00 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 : 6.82 vs. RWBEX (-0.23). RWBEX return over 5 years is better than : 65.81 vs. SVTAX (34.80).
| RWBEX | SVTAX | RWBEX / SVTAX | |
| Total Expense Ratio | 1.21 | 1.11 | 109% |
| Annual Report Gross Expense Ratio | 1.21 | 1.24 | 98% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 0.744 | 5.748 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 789M | 15,589% |
| Annual Yield % from dividends | 1.19 | 1.63 | 73% |
| Returns for 1 year | -0.23 | 6.82 | -3% |
| Returns for 3 years | 10.36 | 4.13 | 251% |
| Returns for 5 years | 65.81 | 34.80 | 189% |
| Returns for 10 years | 38.70 | 18.76 | 206% |
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