Interact to see
Advertisement
Advertisement
CWIEX vs SMYIX
CWIEX vs SMYIX Comparison
Open Charts CWIEX vs SMYIX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Franklin Global Equity I
Price$28.76
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets529.64M
CWIEX vs SMYIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. SMYIX commentary
Nov 19, 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 CWIEX is a Hold and SMYIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. SMYIX (530M). CWIEX pays higher dividends than SMYIX: CWIEX (1.15) vs SMYIX (0.80). CWIEX was incepted earlier than SMYIX: CWIEX (24 years) vs SMYIX (23 years). CWIEX (1.00) and SMYIX (0.99) have similar cost to investors . SMYIX is a more actively managed with annual turnover of: 29.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than SMYIX: CWIEX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 16.15 vs. CWIEX (11.86). SMYIX return over 5 years is better than : 78.66 vs. CWIEX (42.92).
| CWIEX | SMYIX | CWIEX / SMYIX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.00 | 0.99 | 101% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 18.591 | 19.686 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 530M | 26,415% |
| Annual Yield % from dividends | 1.15 | 0.80 | 144% |
| Returns for 1 year | 11.86 | 16.15 | 73% |
| Returns for 3 years | 50.41 | 69.01 | 73% |
| Returns for 5 years | 42.92 | 78.66 | 55% |
| Returns for 10 years | 91.62 | 132.17 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement