Ad is loading...
FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
Price$64.83
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Franklin Global Equity I
Price$24.86
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets426.29M
FWGIX vs SMYIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. SMYIX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a StrongBuy and SMYIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 127B vs. SMYIX (426M). FWGIX pays higher dividends than SMYIX: FWGIX (1.99) vs SMYIX (1.16). FWGIX was incepted earlier than SMYIX: FWGIX (8 years) vs SMYIX (22 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SMYIX (24.00). FWGIX (1000000) and SMYIX (1000000) have matching initial minimum investment requirements. SMYIX annual gain was more profitable for investors over the last year : 23.91 vs. FWGIX (11.33). SMYIX return over 5 years is better than : 60.86 vs. FWGIX (29.10).
| FWGIX | SMYIX | FWGIX / SMYIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 2.078 | 2.600 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 426M | 29,812% |
| Annual Yield % from dividends | 1.99 | 1.16 | 172% |
| Returns for 1 year | 11.33 | 23.91 | 47% |
| Returns for 3 years | 9.39 | 26.90 | 35% |
| Returns for 5 years | 29.10 | 60.86 | 48% |
| Returns for 10 years | N/A | 111.63 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...