Interact to see
Advertisement
Advertisement
FWCGX vs SMYIX
FWCGX vs SMYIX Comparison
Open Charts FWCGX vs SMYIX
American Funds Capital World Gr&Inc529F3
Price$71.65
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
FWCGX vs SMYIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 135B vs. SMYIX (478M). FWCGX pays higher dividends than SMYIX: FWCGX (1.73) vs SMYIX (0.88). FWCGX was incepted earlier than SMYIX: FWCGX (5 years) vs SMYIX (22 years). SMYIX (0.99) is less costly to investors than FWCGX (0.47). SMYIX is a more actively managed with annual turnover of: 29.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than SMYIX: FWCGX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 11.79 vs. FWCGX (9.27).
| FWCGX | SMYIX | FWCGX / SMYIX | |
| Total Expense Ratio | 0.47 | 0.95 | 49% |
| Annual Report Gross Expense Ratio | 0.47 | 0.99 | 47% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 13.875 | 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 | 1.73 | 0.88 | 197% |
| Returns for 1 year | 9.27 | 11.79 | 79% |
| Returns for 3 years | 55.53 | 63.34 | 88% |
| Returns for 5 years | N/A | 80.42 | - |
| Returns for 10 years | N/A | 109.40 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement