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FWGIX vs SMYSX
FWGIX vs SMYSX Comparison
Open Charts FWGIX vs SMYSX
American Funds Capital World Gr&Inc F3
Price$74.73
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Franklin Global Equity IS
Price$28.80
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets529.64M
FWGIX vs SMYSX Comparison Chart in %
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FWGIX vs. SMYSX commentary
Nov 20, 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 Hold and SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 140B vs. SMYSX (530M). FWGIX pays higher dividends than SMYSX: FWGIX (1.65) vs SMYSX (0.84). FWGIX was incepted earlier than SMYSX: FWGIX (9 years) vs SMYSX (6 years). SMYSX (0.86) is less costly to investors than FWGIX (0.41). SMYSX is a more actively managed with annual turnover of: 29.00 vs. FWGIX (27.00). FWGIX (1000000) and SMYSX (1000000) have matching initial minimum investment requirements. SMYSX annual gain was more profitable for investors over the last year : 16.27 vs. FWGIX (12.55). SMYSX return over 5 years is better than : 79.27 vs. FWGIX (43.43).
| FWGIX | SMYSX | FWGIX / SMYSX | |
| Total Expense Ratio | 0.41 | 0.86 | 48% |
| Annual Report Gross Expense Ratio | 0.41 | 0.86 | 48% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 19.224 | 19.851 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 530M | 26,415% |
| Annual Yield % from dividends | 1.65 | 0.84 | 197% |
| Returns for 1 year | 12.55 | 16.27 | 77% |
| Returns for 3 years | 52.13 | 69.50 | 75% |
| Returns for 5 years | 43.43 | 79.27 | 55% |
| Returns for 10 years | N/A | N/A | - |
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