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RWBEX vs SVTAX
RWBEX vs SVTAX Comparison
Open Charts RWBEX vs SVTAX
American Funds Capital World Gr&Inc R2E
Price$74.41
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
SEI Global Managed Volatility F (SIMT)
Price$11.19
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets728.48M
RWBEX vs SVTAX Comparison Chart in %
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RWBEX vs. SVTAX commentary
Nov 20, 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 Hold and SVTAX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 139B vs. SVTAX (728M). SVTAX pays higher dividends than RWBEX: SVTAX (1.56) vs RWBEX (0.98). 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 : 11.68 vs. SVTAX (3.10). RWBEX return over 5 years is better than : 39.41 vs. SVTAX (17.94).
| 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 | 18.477 | 11.397 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 728M | 19,093% |
| Annual Yield % from dividends | 0.98 | 1.56 | 63% |
| Returns for 1 year | 11.68 | 3.10 | 377% |
| Returns for 3 years | 48.87 | 16.90 | 289% |
| Returns for 5 years | 39.41 | 17.94 | 220% |
| Returns for 10 years | 70.80 | 23.68 | 299% |
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