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RWICX vs SVTAX
RWICX vs SVTAX Comparison
Open Charts RWICX vs SVTAX
American Funds Capital World Gr&Inc R3
Price$74.09
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
SEI Global Managed Volatility F (SIMT)
Price$11.27
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets761.36M
RWICX vs SVTAX Comparison Chart in %
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RWICX 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 RWICX is a Buy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 140B vs. SVTAX (761M). SVTAX pays higher dividends than RWICX: SVTAX (1.55) vs RWICX (1.18). RWICX was incepted earlier than SVTAX: RWICX (23 years) vs SVTAX (19 years). SVTAX (1.24) is less costly to investors than RWICX (1.06). SVTAX is a more actively managed with annual turnover of: 85.00 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 : 9.07 vs. SVTAX (2.54). RWICX return over 5 years is better than : 53.30 vs. SVTAX (22.04).
| RWICX | SVTAX | RWICX / SVTAX | |
| Total Expense Ratio | 1.06 | 1.11 | 95% |
| Annual Report Gross Expense Ratio | 1.06 | 1.24 | 85% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 18.592 | 11.695 | 159% |
| 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 | 1.18 | 1.55 | 76% |
| Returns for 1 year | 9.07 | 2.54 | 357% |
| Returns for 3 years | 68.38 | 27.66 | 247% |
| Returns for 5 years | 53.30 | 22.04 | 242% |
| Returns for 10 years | 87.79 | 32.96 | 266% |
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