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RWBEX vs SVTAX
RWBEX vs SVTAX Comparison
Open Charts RWBEX vs SVTAX
RWBEX vs SVTAX Comparison Chart in %
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RWBEX vs. SVTAX commentary
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 158B vs. SVTAX (699M). RWBEX (0.94) and SVTAX (0.91) 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 : 10.98 vs. SVTAX (-0.01). RWBEX return over 5 years is better than : 30.47 vs. SVTAX (2.90).
| 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 | 15.629 | 7.034 | 222% |
| 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 | 0.94 | 0.91 | 103% |
| Returns for 1 year | 10.98 | -0.01 | -87,797% |
| Returns for 3 years | 49.65 | 19.18 | 259% |
| Returns for 5 years | 30.47 | 2.90 | 1,051% |
| Returns for 10 years | 93.22 | 20.58 | 453% |
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