Interact to see
Advertisement
Advertisement
RWBEX vs SVTAX
RWBEX vs SVTAX Comparison
Open Charts RWBEX vs SVTAX
RWBEX vs SVTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. SVTAX commentary
Jul 14, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 158B vs. SVTAX (699M). SVTAX (0.96) and RWBEX (0.95) have matching dividends . RWBEX was incepted earlier than SVTAX: RWBEX (12 years) vs SVTAX (20 years). SVTAX (1.24) and RWBEX (1.21) have similar cost to investors . SVTAX is a more actively managed with annual turnover of: 78.00 vs. RWBEX (44.00). 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 : 13.60 vs. SVTAX (0.50). RWBEX return over 5 years is better than : 28.86 vs. SVTAX (2.36).
| RWBEX | SVTAX | RWBEX / SVTAX | |
| Total Expense Ratio | 1.21 | 1.08 | 112% |
| Annual Report Gross Expense Ratio | 1.21 | 1.24 | 98% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 12.945 | 4.468 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 699M | 22,604% |
| Annual Yield % from dividends | 0.95 | 0.96 | 98% |
| Returns for 1 year | 13.60 | 0.50 | 2,697% |
| Returns for 3 years | 42.22 | 15.05 | 281% |
| Returns for 5 years | 28.86 | 2.36 | 1,224% |
| Returns for 10 years | 88.74 | 14.45 | 614% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers