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FCWGX vs SMYSX
FCWGX vs SMYSX Comparison
Open Charts FCWGX vs SMYSX
American Funds Capital World Gr&Inc529F2
Price$72.93
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
Franklin Global Equity IS
Price$27.92
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets501.74M
FCWGX vs SMYSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 138B vs. SMYSX (502M). FCWGX pays higher dividends than SMYSX: FCWGX (1.64) vs SMYSX (0.89). 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 : 19.11 vs. FCWGX (13.46).
| 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 | 16.381 | 15.229 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 502M | 27,490% |
| Annual Yield % from dividends | 1.64 | 0.89 | 185% |
| Returns for 1 year | 13.46 | 19.11 | 70% |
| Returns for 3 years | 56.86 | 69.19 | 82% |
| Returns for 5 years | N/A | 81.90 | - |
| Returns for 10 years | N/A | N/A | - |
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