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$74.63
Change-$1.07 (-1.41%)
VolumeN/A
Net Assets142.37B
SEI Global Managed Volatility F (SIMT)
Price$10.78
Change-$0.49 (-4.35%)
VolumeN/A
Net Assets723.34M
RWBEX vs SVTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. SVTAX commentary
Feb 05, 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: 142B vs. SVTAX (723M). RWBEX pays higher dividends than SVTAX: RWBEX (1.06) vs SVTAX (0.96). RWBEX was incepted earlier than SVTAX: RWBEX (11 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 (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 : 15.69 vs. SVTAX (4.75). RWBEX return over 5 years is better than : 28.40 vs. SVTAX (10.34).
| RWBEX | SVTAX | RWBEX / SVTAX | |
| Total Expense Ratio | 1.21 | 1.00 | 121% |
| Annual Report Gross Expense Ratio | 1.21 | 1.24 | 98% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 4.891 | 2.471 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 723M | 19,640% |
| Annual Yield % from dividends | 1.06 | 0.96 | 110% |
| Returns for 1 year | 15.69 | 4.75 | 331% |
| Returns for 3 years | 41.26 | 16.82 | 245% |
| Returns for 5 years | 28.40 | 10.34 | 275% |
| Returns for 10 years | 96.27 | 27.14 | 355% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ECOW | 26.54 | 0.23 | +0.88% |
| Pacer Emerging Markets Cash Cows 100 ETF | |||
| BGJTF | 9.92 | N/A | N/A |
| Baillie Gifford Japan Trust Plc. (The) | |||
| PFF | 31.34 | -0.12 | -0.38% |
| iShares Preferred&Income Securities ETF | |||
| QQH | 77.16 | -1.29 | -1.64% |
| HCM Defender 100 Index ETF | |||
| TARK | 43.43 | -1.08 | -2.43% |
| Tradr 2X Long Innovation ETF | |||