Interact to see
Advertisement
Advertisement
FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
Price$68.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
Franklin Global Equity I
Price$25.77
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets457.19M
FWGIX vs SMYIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. SMYIX commentary
Jun 07, 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: 131B vs. SMYIX (457M). FWGIX pays higher dividends than SMYIX: FWGIX (1.85) vs SMYIX (0.91). FWGIX was incepted earlier than SMYIX: FWGIX (8 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 : 11.36 vs. FWGIX (6.52). SMYIX return over 5 years is better than : 76.33 vs. FWGIX (47.04).
| FWGIX | SMYIX | FWGIX / SMYIX | |
| Total Expense Ratio | 0.41 | 0.95 | 43% |
| Annual Report Gross Expense Ratio | 0.41 | 0.99 | 41% |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 8.798 | 6.603 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 457M | 28,665% |
| Annual Yield % from dividends | 1.85 | 0.91 | 203% |
| Returns for 1 year | 6.52 | 11.36 | 57% |
| Returns for 3 years | 30.51 | 44.72 | 68% |
| Returns for 5 years | 47.04 | 76.33 | 62% |
| Returns for 10 years | N/A | 105.74 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement