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RWBEX vs SMYIX
RWBEX vs SMYIX Comparison
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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 StrongBuy.
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 : 21.89 vs. SMYIX (20.38). SMYIX return over 5 years is better than : 55.16 vs. RWBEX (33.07).
| RWBEX | SMYIX | RWBEX / SMYIX | |
| Total Expense Ratio | 1.21 | 0.95 | 127% |
| Annual Report Gross Expense Ratio | 1.21 | 0.96 | 126% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 15.420 | 9.765 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 629M | 24,165% |
| Annual Yield % from dividends | 0.96 | 0.66 | 146% |
| Returns for 1 year | 21.89 | 20.38 | 107% |
| Returns for 3 years | 52.60 | 75.67 | 70% |
| Returns for 5 years | 33.07 | 55.16 | 60% |
| Returns for 10 years | 95.62 | 155.21 | 62% |
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