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FWCGX vs SMYIX
FWCGX vs SMYIX Comparison
Open Charts FWCGX vs SMYIX
American Funds Capital World Gr&Inc529F3
Price$74.72
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
Franklin Global Equity I
Price$28.76
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets529.64M
FWCGX vs SMYIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 140B vs. SMYIX (530M). FWCGX pays higher dividends than SMYIX: FWCGX (1.61) vs SMYIX (0.80). FWCGX was incepted earlier than SMYIX: FWCGX (5 years) vs SMYIX (23 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 : 16.15 vs. FWCGX (12.48). SMYIX return over 5 years is better than : 78.66 vs. FWCGX (46.87).
| 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 | 23 years | - |
| Gain YTD | 19.148 | 19.686 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 530M | 26,415% |
| Annual Yield % from dividends | 1.61 | 0.80 | 202% |
| Returns for 1 year | 12.48 | 16.15 | 77% |
| Returns for 3 years | 52.92 | 69.01 | 77% |
| Returns for 5 years | 46.87 | 78.66 | 60% |
| Returns for 10 years | N/A | 132.17 | - |
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