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RWICX vs SVTAX
RWICX vs SVTAX Comparison
Open Charts RWICX vs SVTAX
American Funds Capital World Gr&Inc R3
Price$68.60
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$11.26
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
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RWICX vs SVTAX Comparison Chart
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RWICX vs. SVTAX commentary
Oct 18, 2024
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 RWICX is a StrongBuy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 129B vs. SVTAX (850M). SVTAX pays higher dividends than RWICX: SVTAX (1.58) vs RWICX (1.43). RWICX was incepted earlier than SVTAX: RWICX (22 years) vs SVTAX (18 years). SVTAX is a more actively managed with annual turnover of: 84.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than SVTAX: RWICX (250) vs SVTAX (100000). RWICX annual gain was more profitable for investors over the last year : 25.51 vs. SVTAX (17.73). RWICX return over 5 years is better than : 46.38 vs. SVTAX (10.07).
| RWICX | SVTAX | RWICX / SVTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 15.681 | 16.066 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 850M | 15,176% |
| Annual Yield % from dividends | 1.43 | 1.58 | 91% |
| Returns for 1 year | 25.51 | 17.73 | 144% |
| Returns for 3 years | 8.24 | 2.02 | 408% |
| Returns for 5 years | 46.38 | 10.07 | 460% |
| Returns for 10 years | 61.75 | 31.97 | 193% |
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