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RWBEX vs SVTAX
RWBEX vs SVTAX Comparison
Open Charts RWBEX vs SVTAX
American Funds Capital World Gr&Inc R2E
Price$74.76
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.42B
SEI Global Managed Volatility F (SIMT)
Price$11.29
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets767.6M
RWBEX vs SVTAX Comparison Chart in %
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RWBEX vs. SVTAX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 140B vs. SVTAX (768M). SVTAX pays higher dividends than RWBEX: SVTAX (1.55) vs RWBEX (1.04). 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). RWBEX annual gain was more profitable for investors over the last year : 12.74 vs. SVTAX (3.56). RWBEX return over 5 years is better than : 47.65 vs. SVTAX (20.26).
| 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 | 18.362 | 12.091 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 768M | 18,229% |
| Annual Yield % from dividends | 1.04 | 1.55 | 67% |
| Returns for 1 year | 12.74 | 3.56 | 358% |
| Returns for 3 years | 56.50 | 22.16 | 255% |
| Returns for 5 years | 47.65 | 20.26 | 235% |
| Returns for 10 years | 77.32 | 30.38 | 255% |
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