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FCWGX vs SMYIX
FCWGX vs SMYIX Comparison
Open Charts FCWGX vs SMYIX
American Funds Capital World Gr&Inc529F2
Price$71.67
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
Franklin Global Equity I
Price$26.76
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets477.68M
FCWGX vs SMYIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 135B vs. SMYIX (478M). FCWGX pays higher dividends than SMYIX: FCWGX (1.68) vs SMYIX (0.88). FCWGX was incepted earlier than SMYIX: FCWGX (5 years) vs SMYIX (22 years). SMYIX (0.99) is less costly to investors than FCWGX (0.52). SMYIX is a more actively managed with annual turnover of: 29.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than SMYIX: FCWGX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 11.79 vs. FCWGX (9.22).
| FCWGX | SMYIX | FCWGX / SMYIX | |
| Total Expense Ratio | 0.52 | 0.95 | 55% |
| Annual Report Gross Expense Ratio | 0.52 | 0.99 | 53% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 13.840 | 9.988 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 478M | 28,243% |
| Annual Yield % from dividends | 1.68 | 0.88 | 191% |
| Returns for 1 year | 9.22 | 11.79 | 78% |
| Returns for 3 years | 55.34 | 63.34 | 87% |
| Returns for 5 years | N/A | 80.42 | - |
| Returns for 10 years | N/A | 109.40 | - |
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