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FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
Price$67.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Franklin Global Equity I
Price$24.59
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FWGIX vs SMYIX Comparison Chart
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FWGIX vs. SMYIX commentary
Sep 20, 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 StrongBuy and SMYIX is a StrongSell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. SMYIX (365M). FWGIX pays higher dividends than SMYIX: FWGIX (1.99) vs SMYIX (1.16). FWGIX was incepted earlier than SMYIX: FWGIX (8 years) vs SMYIX (21 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 : 29.35 vs. FWGIX (20.43). SMYIX return over 5 years is better than : 60.80 vs. FWGIX (44.90).
| FWGIX | SMYIX | FWGIX / SMYIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 12.724 | 19.742 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 365M | 34,247% |
| Annual Yield % from dividends | 1.99 | 1.16 | 172% |
| Returns for 1 year | 20.43 | 29.35 | 70% |
| Returns for 3 years | 6.75 | 17.35 | 39% |
| Returns for 5 years | 44.90 | 60.80 | 74% |
| Returns for 10 years | N/A | 101.74 | - |
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