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FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
Price$66.28
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
Franklin Global Equity I
Price$25.07
Change-$0.41 (-1.61%)
VolumeN/A
Net Assets444.34M
FWGIX vs SMYIX Comparison Chart
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FWGIX vs. SMYIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. SMYIX (444M). 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 : 16.07 vs. FWGIX (7.45). SMYIX return over 5 years is better than : 65.02 vs. FWGIX (34.05).
| 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 | 4.362 | 3.467 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 444M | 28,829% |
| Annual Yield % from dividends | 1.99 | 1.16 | 172% |
| Returns for 1 year | 7.45 | 16.07 | 46% |
| Returns for 3 years | 17.38 | 34.89 | 50% |
| Returns for 5 years | 34.05 | 65.02 | 52% |
| Returns for 10 years | N/A | 100.85 | - |
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