Interact to see
Advertisement
Advertisement
RWIBX vs SVTAX
RWIBX vs SVTAX Comparison
Open Charts RWIBX vs SVTAX
American Funds Capital World Gr&Inc R2
Price$73.53
Change+$0.30 (+0.41%)
VolumeN/A
Net Assets140.16B
SEI Global Managed Volatility F (SIMT)
Price$11.27
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets761.36M
RWIBX vs SVTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIBX vs. SVTAX commentary
Sep 28, 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 RWIBX is a Buy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 140B vs. SVTAX (761M). SVTAX pays higher dividends than RWIBX: SVTAX (1.55) vs RWIBX (0.80). RWIBX was incepted earlier than SVTAX: RWIBX (23 years) vs SVTAX (19 years). RWIBX (1.51) is less costly to investors than SVTAX (1.24). SVTAX is a more actively managed with annual turnover of: 85.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than SVTAX: RWIBX (250) vs SVTAX (100000). RWIBX annual gain was more profitable for investors over the last year : 8.53 vs. SVTAX (2.54). RWIBX return over 5 years is better than : 50.60 vs. SVTAX (22.04).
| RWIBX | SVTAX | RWIBX / SVTAX | |
| Total Expense Ratio | 1.51 | 1.11 | 136% |
| Annual Report Gross Expense Ratio | 1.51 | 1.24 | 122% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 18.186 | 11.695 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 761M | 18,397% |
| Annual Yield % from dividends | 0.80 | 1.55 | 52% |
| Returns for 1 year | 8.53 | 2.54 | 335% |
| Returns for 3 years | 66.20 | 27.66 | 239% |
| Returns for 5 years | 50.60 | 22.04 | 230% |
| Returns for 10 years | 84.28 | 32.96 | 256% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement