Interact to see
Advertisement
Advertisement
RWBEX vs SVTAX
RWBEX vs SVTAX Comparison
Open Charts RWBEX vs SVTAX
American Funds Capital World Gr&Inc R2E
Price$75.67
Change-$0.19 (-0.25%)
VolumeN/A
Net Assets142.23B
SEI Global Managed Volatility F (SIMT)
Price$11.34
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets747.75M
RWBEX vs SVTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. SVTAX commentary
Oct 22, 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 Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 142B vs. SVTAX (748M). SVTAX pays higher dividends than RWBEX: SVTAX (1.54) vs RWBEX (1.00). 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 : 11.56 vs. SVTAX (2.00). RWBEX return over 5 years is better than : 50.42 vs. SVTAX (19.70).
| 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 | 20.785 | 11.893 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 748M | 18,984% |
| Annual Yield % from dividends | 1.00 | 1.54 | 65% |
| Returns for 1 year | 11.56 | 2.00 | 579% |
| Returns for 3 years | 65.01 | 25.67 | 253% |
| Returns for 5 years | 50.42 | 19.70 | 256% |
| Returns for 10 years | 72.65 | 24.12 | 301% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement