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CWIEX vs SMYIX
CWIEX vs SMYIX Comparison
Open Charts CWIEX vs SMYIX
American Funds Capital World Gr&Inc 529E
Price$75.40
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
Franklin Global Equity I
Price$28.89
Change-$0.15 (-0.52%)
VolumeN/A
Net Assets524.95M
CWIEX vs SMYIX Comparison Chart in %
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CWIEX vs. SMYIX commentary
Oct 08, 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 Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SMYIX (525M). CWIEX pays higher dividends than SMYIX: CWIEX (1.17) vs SMYIX (0.81). CWIEX was incepted earlier than SMYIX: CWIEX (24 years) vs SMYIX (22 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 : 18.95 vs. CWIEX (11.95). SMYIX return over 5 years is better than : 87.79 vs. CWIEX (53.54).
| 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 | 22 years | - |
| Gain YTD | 20.412 | 19.851 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 525M | 27,048% |
| Annual Yield % from dividends | 1.17 | 0.81 | 145% |
| Returns for 1 year | 11.95 | 18.95 | 63% |
| Returns for 3 years | 68.97 | 86.64 | 80% |
| Returns for 5 years | 53.54 | 87.79 | 61% |
| Returns for 10 years | 96.90 | 138.73 | 70% |
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