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CWIFX vs SMYIX
CWIFX vs SMYIX Comparison
Open Charts CWIFX vs SMYIX
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Franklin Global Equity I
Price$28.76
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets529.64M
CWIFX vs SMYIX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and SMYIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. SMYIX (530M). CWIFX pays higher dividends than SMYIX: CWIFX (1.49) vs SMYIX (0.80). CWIFX was incepted earlier than SMYIX: CWIFX (23 years) vs SMYIX (23 years). SMYIX (0.99) is less costly to investors than CWIFX (0.86). SMYIX is a more actively managed with annual turnover of: 29.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than SMYIX: CWIFX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 16.15 vs. CWIFX (12.31). SMYIX return over 5 years is better than : 78.66 vs. CWIFX (45.77).
| CWIFX | SMYIX | CWIFX / SMYIX | |
| Total Expense Ratio | 0.86 | 0.95 | 91% |
| Annual Report Gross Expense Ratio | 0.86 | 0.99 | 87% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 19.021 | 19.686 | 97% |
| 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 | 1.49 | 0.80 | 187% |
| Returns for 1 year | 12.31 | 16.15 | 76% |
| Returns for 3 years | 52.19 | 69.01 | 76% |
| Returns for 5 years | 45.77 | 78.66 | 58% |
| Returns for 10 years | 99.87 | 132.17 | 76% |
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