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RWBEX vs SVTAX
RWBEX vs SVTAX Comparison
Open Charts RWBEX vs SVTAX
American Funds Capital World Gr&Inc R2E
Price$75.07
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
SEI Global Managed Volatility F (SIMT)
Price$11.29
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets744.13M
RWBEX vs SVTAX Comparison Chart in %
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RWBEX vs. SVTAX commentary
Oct 19, 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 Hold and SVTAX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 141B vs. SVTAX (744M). 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 : 10.27 vs. SVTAX (2.09). RWBEX return over 5 years is better than : 48.15 vs. SVTAX (18.46).
| 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 | 19.528 | 11.893 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 744M | 18,952% |
| Annual Yield % from dividends | 1.00 | 1.54 | 65% |
| Returns for 1 year | 10.27 | 2.09 | 492% |
| Returns for 3 years | 64.89 | 25.67 | 253% |
| Returns for 5 years | 48.15 | 18.46 | 261% |
| Returns for 10 years | 73.88 | 25.77 | 287% |
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