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FWCGX vs SMYIX
FWCGX vs SMYIX Comparison
Open Charts FWCGX vs SMYIX
American Funds Capital World Gr&Inc529F3
Price$60.71
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
Franklin Global Equity I
Price$23.05
Change+$1.82 (+8.57%)
VolumeN/A
Net Assets403.18M
FWCGX vs SMYIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 109B vs. SMYIX (403M). FWCGX pays higher dividends than SMYIX: FWCGX (1.93) vs SMYIX (0.98). FWCGX was incepted earlier than SMYIX: FWCGX (4 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 : -5.19 vs. FWCGX (-10.61).
| FWCGX | SMYIX | FWCGX / SMYIX | |
| Total Expense Ratio | 0.47 | 0.95 | 49% |
| Annual Report Gross Expense Ratio | 0.47 | 0.99 | 47% |
| Fund Existence | 4 years | 22 years | - |
| Gain YTD | -10.242 | -12.381 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 403M | 27,047% |
| Annual Yield % from dividends | 1.93 | 0.98 | 198% |
| Returns for 1 year | -10.61 | -5.19 | 204% |
| Returns for 3 years | 4.05 | 12.95 | 31% |
| Returns for 5 years | N/A | 69.78 | - |
| Returns for 10 years | N/A | 67.29 | - |
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