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CWIFX vs SMYIX
CWIFX vs SMYIX Comparison
Open Charts CWIFX vs SMYIX
American Funds Capital World Gr&Inc 529F
Price$75.52
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
CWIFX vs SMYIX Comparison Chart in %
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CWIFX 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 CWIFX is a Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. SMYIX (525M). CWIFX pays higher dividends than SMYIX: CWIFX (1.53) vs SMYIX (0.81). CWIFX was incepted earlier than SMYIX: CWIFX (23 years) vs SMYIX (22 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 : 18.95 vs. CWIFX (12.39). SMYIX return over 5 years is better than : 87.79 vs. CWIFX (56.62).
| 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 | 22 years | - |
| Gain YTD | 20.780 | 19.851 | 105% |
| 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 | 1.53 | 0.81 | 189% |
| Returns for 1 year | 12.39 | 18.95 | 65% |
| Returns for 3 years | 70.94 | 86.64 | 82% |
| Returns for 5 years | 56.62 | 87.79 | 64% |
| Returns for 10 years | 105.34 | 138.73 | 76% |
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