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FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
Price$60.70
Change+$3.91 (+6.89%)
VolumeN/A
Net Assets109.46B
Franklin Global Equity I
Price$23.05
Change+$1.82 (+8.57%)
VolumeN/A
Net Assets403.18M
FWGIX vs SMYIX Comparison Chart
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FWGIX vs. SMYIX commentary
Apr 11, 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: 109B vs. SMYIX (403M). FWGIX pays higher dividends than SMYIX: FWGIX (1.98) vs SMYIX (0.98). 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 : -5.19 vs. FWGIX (-10.57). SMYIX return over 5 years is better than : 69.78 vs. FWGIX (38.99).
| 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 | -10.234 | -12.381 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 403M | 27,047% |
| Annual Yield % from dividends | 1.98 | 0.98 | 203% |
| Returns for 1 year | -10.57 | -5.19 | 204% |
| Returns for 3 years | 2.23 | 12.95 | 17% |
| Returns for 5 years | 38.99 | 69.78 | 56% |
| Returns for 10 years | N/A | 67.29 | - |
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