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CWIEX vs SMYSX
CWIEX vs SMYSX Comparison
Open Charts CWIEX vs SMYSX
American Funds Capital World Gr&Inc 529E
Price$66.68
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
CWIEX vs SMYSX Comparison Chart
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CWIEX 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 CWIEX is a Buy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 130B vs. SMYSX (453M). CWIEX pays higher dividends than SMYSX: CWIEX (1.38) vs SMYSX (1.01). CWIEX was incepted earlier than SMYSX: CWIEX (23 years) vs SMYSX (6 years). CWIEX (1.00) is less costly to investors than SMYSX (0.86). SMYSX is a more actively managed with annual turnover of: 29.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than SMYSX: CWIEX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : 11.98 vs. CWIEX (2.74). SMYSX return over 5 years is better than : 93.36 vs. CWIEX (57.34).
| CWIEX | SMYSX | CWIEX / SMYSX | |
| Total Expense Ratio | 1.00 | 0.86 | 116% |
| Annual Report Gross Expense Ratio | 1.00 | 0.86 | 116% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 5.865 | 5.861 | 100% |
| Front Load | N/A | 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 | 1.38 | 1.01 | 136% |
| Returns for 1 year | 2.74 | 11.98 | 23% |
| Returns for 3 years | 33.25 | 51.66 | 64% |
| Returns for 5 years | 57.34 | 93.36 | 61% |
| Returns for 10 years | 61.00 | N/A | - |
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