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CWIFX vs SMYIX
CWIFX vs SMYIX Comparison
Open Charts CWIFX vs SMYIX
American Funds Capital World Gr&Inc 529F
Price$70.16
Change+$0.78 (+1.12%)
VolumeN/A
Net Assets132.68B
Franklin Global Equity I
Price$26.30
Change+$0.21 (+0.80%)
VolumeN/A
Net Assets465.03M
CWIFX vs SMYIX Comparison Chart in %
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CWIFX 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 CWIFX is a StrongBuy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 133B vs. SMYIX (465M). CWIFX pays higher dividends than SMYIX: CWIFX (1.68) vs SMYIX (0.91). 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 : 11.34 vs. CWIFX (9.25). SMYIX return over 5 years is better than : 88.72 vs. CWIFX (61.08).
| 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 | 11.871 | 7.676 | 155% |
| 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 | 1.68 | 0.91 | 184% |
| Returns for 1 year | 9.25 | 11.34 | 82% |
| Returns for 3 years | 46.91 | 57.77 | 81% |
| Returns for 5 years | 61.08 | 88.72 | 69% |
| Returns for 10 years | 84.02 | 109.94 | 76% |
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