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FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
Price$75.81
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
Franklin Global Equity I
Price$28.89
Change-$0.15 (-0.52%)
VolumeN/A
Net Assets524.95M
FWGIX vs SMYIX Comparison Chart in %
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FWGIX vs. SMYIX commentary
Oct 08, 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 Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 142B vs. SMYIX (525M). FWGIX pays higher dividends than SMYIX: FWGIX (1.68) vs SMYIX (0.81). FWGIX was incepted earlier than SMYIX: FWGIX (9 years) vs SMYIX (22 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 : 18.95 vs. FWGIX (12.63). SMYIX return over 5 years is better than : 87.79 vs. FWGIX (54.09).
| 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 | 22 years | - |
| Gain YTD | 20.947 | 19.851 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 525M | 27,048% |
| Annual Yield % from dividends | 1.68 | 0.81 | 208% |
| Returns for 1 year | 12.63 | 18.95 | 67% |
| Returns for 3 years | 70.87 | 86.64 | 82% |
| Returns for 5 years | 54.09 | 87.79 | 62% |
| Returns for 10 years | N/A | 138.73 | - |
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