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CWIAX vs SMYSX
CWIAX vs SMYSX Comparison
Open Charts CWIAX vs SMYSX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Franklin Global Equity IS
Price$28.72
Change+$0.20 (+0.70%)
VolumeN/A
Net Assets518.16M
CWIAX vs SMYSX Comparison Chart in %
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CWIAX vs. SMYSX commentary
Sep 29, 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 CWIAX is a Buy and SMYSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. SMYSX (518M). CWIAX pays higher dividends than SMYSX: CWIAX (1.43) vs SMYSX (0.89). CWIAX was incepted earlier than SMYSX: CWIAX (24 years) vs SMYSX (6 years). SMYSX (0.86) is less costly to investors than CWIAX (0.78). SMYSX is a more actively managed with annual turnover of: 29.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than SMYSX: CWIAX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : 16.66 vs. CWIAX (9.41). SMYSX return over 5 years is better than : 94.45 vs. CWIAX (58.49).
| CWIAX | SMYSX | CWIAX / SMYSX | |
| Total Expense Ratio | 0.78 | 0.86 | 91% |
| Annual Report Gross Expense Ratio | 0.78 | 0.86 | 91% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 18.856 | 18.531 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 518M | 27,027% |
| Annual Yield % from dividends | 1.43 | 0.89 | 161% |
| Returns for 1 year | 9.41 | 16.66 | 57% |
| Returns for 3 years | 70.79 | 87.04 | 81% |
| Returns for 5 years | 58.49 | 94.45 | 62% |
| Returns for 10 years | 114.38 | N/A | - |
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