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FCWGX vs SMYSX
FCWGX vs SMYSX Comparison
Open Charts FCWGX vs SMYSX
American Funds Capital World Gr&Inc529F2
Price$68.37
Change-$0.29 (-0.42%)
VolumeN/A
Net Assets130.89B
Franklin Global Equity IS
Price$25.61
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets457.34M
FCWGX vs SMYSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. SMYSX (457M). FCWGX pays higher dividends than SMYSX: FCWGX (1.75) vs SMYSX (0.96). FCWGX was incepted earlier than SMYSX: FCWGX (5 years) vs SMYSX (6 years). SMYSX (0.86) is less costly to investors than FCWGX (0.52). SMYSX is a more actively managed with annual turnover of: 29.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than SMYSX: FCWGX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : 9.59 vs. FCWGX (5.36).
| FCWGX | SMYSX | FCWGX / SMYSX | |
| Total Expense Ratio | 0.52 | 0.86 | 60% |
| Annual Report Gross Expense Ratio | 0.52 | 0.86 | 60% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 8.598 | 6.108 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 457M | 28,665% |
| Annual Yield % from dividends | 1.75 | 0.96 | 183% |
| Returns for 1 year | 5.36 | 9.59 | 56% |
| Returns for 3 years | 45.87 | 59.50 | 77% |
| Returns for 5 years | N/A | 81.90 | - |
| Returns for 10 years | N/A | N/A | - |
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