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CWIEX vs SMYIX
CWIEX vs SMYIX Comparison
Open Charts CWIEX vs SMYIX
American Funds Capital World Gr&Inc 529E
Price$70.06
Change+$0.78 (+1.13%)
VolumeN/A
Net Assets132.68B
Franklin Global Equity I
Price$26.30
Change+$0.21 (+0.80%)
VolumeN/A
Net Assets465.03M
CWIEX vs SMYIX Comparison Chart in %
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CWIEX vs. SMYIX commentary
Jun 27, 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 StrongBuy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 133B vs. SMYIX (465M). CWIEX pays higher dividends than SMYIX: CWIEX (1.31) vs SMYIX (0.91). CWIEX was incepted earlier than SMYIX: CWIEX (23 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 : 11.34 vs. CWIEX (8.82). SMYIX return over 5 years is better than : 88.72 vs. CWIEX (57.91).
| CWIEX | SMYIX | CWIEX / SMYIX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.00 | 0.99 | 101% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 11.662 | 7.676 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 465M | 28,602% |
| Annual Yield % from dividends | 1.31 | 0.91 | 143% |
| Returns for 1 year | 8.82 | 11.34 | 78% |
| Returns for 3 years | 45.23 | 57.77 | 78% |
| Returns for 5 years | 57.91 | 88.72 | 65% |
| Returns for 10 years | 76.44 | 109.94 | 70% |
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