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RWBEX vs SMYSX
RWBEX vs SMYSX Comparison
Open Charts RWBEX vs SMYSX
RWBEX vs SMYSX Comparison Chart in %
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RWBEX vs. SMYSX 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 SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 152B vs. SMYSX (629M). RWBEX pays higher dividends than SMYSX: RWBEX (0.96) vs SMYSX (0.77). RWBEX was incepted earlier than SMYSX: RWBEX (12 years) vs SMYSX (7 years). RWBEX (1.21) is less costly to investors than SMYSX (0.83). RWBEX is a more actively managed with annual turnover of: 44.00 vs. SMYSX (31.00). RWBEX has a lower initial minimum investment than SMYSX: RWBEX (250) vs SMYSX (1000000). RWBEX annual gain was more profitable for investors over the last year : 21.89 vs. SMYSX (20.55). SMYSX return over 5 years is better than : 55.70 vs. RWBEX (33.07).
| RWBEX | SMYSX | RWBEX / SMYSX | |
| Total Expense Ratio | 1.21 | 0.83 | 146% |
| Annual Report Gross Expense Ratio | 1.21 | 0.83 | 146% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 15.420 | 9.836 | 157% |
| 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 | 0.77 | 126% |
| Returns for 1 year | 21.89 | 20.55 | 107% |
| Returns for 3 years | 52.60 | 76.07 | 69% |
| Returns for 5 years | 33.07 | 55.70 | 59% |
| Returns for 10 years | 95.62 | N/A | - |
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