RWBEX
Price
$81.97
Change
-$0.56 (-0.68%)
Updated
Jun 3 closing price
Net Assets
151.89B
SMYIX
Price
$30.61
Change
-$0.17 (-0.55%)
Updated
Jun 3 closing price
Net Assets
628.7M
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RWBEX vs SMYIX

Header iconRWBEX vs SMYIX Comparison
Open Charts RWBEX vs SMYIXBanner chart's image
RWBEX vs SMYIX Comparison Chart in %
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RWBEX vs. SMYIX commentary
Jun 04, 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 SMYIX is a Hold.

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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 152B vs. SMYIX (629M). RWBEX pays higher dividends than SMYIX: RWBEX (0.96) vs SMYIX (0.66). RWBEX was incepted earlier than SMYIX: RWBEX (12 years) vs SMYIX (23 years). RWBEX (1.21) is less costly to investors than SMYIX (0.96). RWBEX is a more actively managed with annual turnover of: 44.00 vs. SMYIX (31.00). RWBEX has a lower initial minimum investment than SMYIX: RWBEX (250) vs SMYIX (1000000). RWBEX annual gain was more profitable for investors over the last year : 22.45 vs. SMYIX (20.02). SMYIX return over 5 years is better than : 53.82 vs. RWBEX (33.12).
RWBEXSMYIXRWBEX / SMYIX
Total Expense Ratio1.210.95127%
Annual Report Gross Expense Ratio1.210.96126%
Fund Existence12 years23 years-
Gain YTD16.1809.694167%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets152B629M24,165%
Annual Yield % from dividends0.960.66146%
Returns for 1 year22.4520.02112%
Returns for 3 years53.6175.5571%
Returns for 5 years33.1253.8262%
Returns for 10 years96.91155.0563%
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