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FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
Price$63.60
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
Franklin Global Equity I
Price$24.18
Change-$0.72 (-2.89%)
VolumeN/A
CapitalizationN/A
FWGIX vs SMYIX Comparison Chart
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FWGIX vs. SMYIX commentary
Dec 19, 2024
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 Buy and SMYIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 121B vs. SMYIX (404M). 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 : 25.84 vs. FWGIX (12.35). SMYIX return over 5 years is better than : 65.43 vs. FWGIX (33.77).
| 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 | 10.741 | 24.659 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 404M | 29,950% |
| Annual Yield % from dividends | 1.99 | 1.16 | 172% |
| Returns for 1 year | 12.35 | 25.84 | 48% |
| Returns for 3 years | 10.63 | 29.38 | 36% |
| Returns for 5 years | 33.77 | 65.43 | 52% |
| Returns for 10 years | N/A | 110.99 | - |
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