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CWIAX vs SMYSX
CWIAX vs SMYSX Comparison
Open Charts CWIAX vs SMYSX
American Funds Capital World Gr&Inc 529A
Price$66.79
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets129.86B
Franklin Global Equity IS
Price$25.37
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets453.2M
CWIAX vs SMYSX Comparison Chart
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CWIAX vs. SMYSX commentary
May 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 130B vs. SMYSX (453M). CWIAX pays higher dividends than SMYSX: CWIAX (1.61) vs SMYSX (1.01). CWIAX was incepted earlier than SMYSX: CWIAX (23 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 : 11.98 vs. CWIAX (2.98). SMYSX return over 5 years is better than : 93.36 vs. CWIAX (59.19).
| CWIAX | SMYSX | CWIAX / SMYSX | |
| Total Expense Ratio | 0.78 | 0.86 | 91% |
| Annual Report Gross Expense Ratio | 0.78 | 0.86 | 91% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 5.963 | 5.861 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 453M | 28,698% |
| Annual Yield % from dividends | 1.61 | 1.01 | 159% |
| Returns for 1 year | 2.98 | 11.98 | 25% |
| Returns for 3 years | 34.19 | 51.66 | 66% |
| Returns for 5 years | 59.19 | 93.36 | 63% |
| Returns for 10 years | 64.67 | N/A | - |
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