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FWCGX vs SMYSX
FWCGX vs SMYSX Comparison
Open Charts FWCGX vs SMYSX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Franklin Global Equity IS
Price$26.80
Change+$0.21 (+0.79%)
VolumeN/A
Net Assets477.13M
FWCGX vs SMYSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. SMYSX (477M). FWCGX pays higher dividends than SMYSX: FWCGX (1.73) vs SMYSX (0.92). 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 : 12.76 vs. FWCGX (9.68).
| 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 | 13.732 | 10.607 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 1.73 | 0.92 | 187% |
| Returns for 1 year | 9.68 | 12.76 | 76% |
| Returns for 3 years | 53.08 | 65.96 | 80% |
| Returns for 5 years | N/A | 87.87 | - |
| Returns for 10 years | N/A | N/A | - |