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CWIEX vs SMYSX
CWIEX vs SMYSX Comparison
Open Charts CWIEX vs SMYSX
American Funds Capital World Gr&Inc 529E
Price$75.55
Change+$0.46 (+0.61%)
VolumeN/A
Net Assets140.91B
Franklin Global Equity IS
Price$28.94
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets516.49M
CWIEX vs SMYSX Comparison Chart in %
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CWIEX vs. SMYSX commentary
Oct 24, 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 SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. SMYSX (516M). CWIEX pays higher dividends than SMYSX: CWIEX (1.17) vs SMYSX (0.85). CWIEX was incepted earlier than SMYSX: CWIEX (24 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 : 17.22 vs. CWIEX (12.70). SMYSX return over 5 years is better than : 85.31 vs. CWIEX (53.62).
| CWIEX | SMYSX | CWIEX / SMYSX | |
| Total Expense Ratio | 1.00 | 0.86 | 116% |
| Annual Report Gross Expense Ratio | 1.00 | 0.86 | 116% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 20.651 | 18.531 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 516M | 27,326% |
| Annual Yield % from dividends | 1.17 | 0.85 | 138% |
| Returns for 1 year | 12.70 | 17.22 | 74% |
| Returns for 3 years | 66.04 | 77.85 | 85% |
| Returns for 5 years | 53.62 | 85.31 | 63% |
| Returns for 10 years | 93.80 | N/A | - |
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