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FWCGX vs SMYSX
FWCGX vs SMYSX Comparison
Open Charts FWCGX vs SMYSX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Franklin Global Equity IS
Price$25.79
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
FWCGX vs SMYSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. SMYSX (458M). FWCGX pays higher dividends than SMYSX: FWCGX (1.81) vs SMYSX (0.96). FWCGX was incepted earlier than SMYSX: FWCGX (5 years) vs SMYSX (6 years). SMYSX (0.86) is less costly to investors than FWCGX (0.47). SMYSX is a more actively managed with annual turnover of: 29.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than SMYSX: FWCGX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : 10.49 vs. FWCGX (6.64).
| FWCGX | SMYSX | FWCGX / SMYSX | |
| Total Expense Ratio | 0.47 | 0.86 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 0.86 | 55% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 9.155 | 6.438 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 458M | 28,603% |
| Annual Yield % from dividends | 1.81 | 0.96 | 189% |
| Returns for 1 year | 6.64 | 10.49 | 63% |
| Returns for 3 years | 46.75 | 59.61 | 78% |
| Returns for 5 years | N/A | 85.40 | - |
| Returns for 10 years | N/A | N/A | - |
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