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FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
Price$74.73
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Franklin Global Equity I
Price$28.76
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets529.64M
FWGIX vs SMYIX Comparison Chart in %
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FWGIX vs. SMYIX commentary
Nov 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 Hold and SMYIX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 140B vs. SMYIX (530M). FWGIX pays higher dividends than SMYIX: FWGIX (1.65) vs SMYIX (0.80). FWGIX was incepted earlier than SMYIX: FWGIX (9 years) vs SMYIX (23 years). SMYIX (0.99) is less costly to investors than FWGIX (0.41). SMYIX is a more actively managed with annual turnover of: 29.00 vs. FWGIX (27.00). FWGIX (1000000) and SMYIX (1000000) have matching initial minimum investment requirements. SMYIX annual gain was more profitable for investors over the last year : 16.15 vs. FWGIX (12.55). SMYIX return over 5 years is better than : 78.66 vs. FWGIX (43.43).
| FWGIX | SMYIX | FWGIX / SMYIX | |
| Total Expense Ratio | 0.41 | 0.95 | 43% |
| Annual Report Gross Expense Ratio | 0.41 | 0.99 | 41% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 19.224 | 19.686 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 530M | 26,415% |
| Annual Yield % from dividends | 1.65 | 0.80 | 207% |
| Returns for 1 year | 12.55 | 16.15 | 78% |
| Returns for 3 years | 52.13 | 69.01 | 76% |
| Returns for 5 years | 43.43 | 78.66 | 55% |
| Returns for 10 years | N/A | 132.17 | - |
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