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RWBEX vs SMYIX
RWBEX vs SMYIX Comparison
Open Charts RWBEX vs SMYIX
American Funds Capital World Gr&Inc R2E
Price$67.75
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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RWBEX vs SMYIX Comparison Chart
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RWBEX 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 RWBEX is a StrongBuy and SMYIX is a StrongSell.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. SMYIX (365M). RWBEX pays higher dividends than SMYIX: RWBEX (1.28) vs SMYIX (1.16). RWBEX was incepted earlier than SMYIX: RWBEX (10 years) vs SMYIX (21 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. SMYIX (24.00). RWBEX has a lower initial minimum investment than SMYIX: RWBEX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 29.35 vs. RWBEX (19.47). SMYIX return over 5 years is better than : 60.80 vs. RWBEX (41.78).
| RWBEX | SMYIX | RWBEX / SMYIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 21 years | - |
| Gain YTD | 12.085 | 19.742 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 365M | 34,247% |
| Annual Yield % from dividends | 1.28 | 1.16 | 110% |
| Returns for 1 year | 19.47 | 29.35 | 66% |
| Returns for 3 years | 5.05 | 17.35 | 29% |
| Returns for 5 years | 41.78 | 60.80 | 69% |
| Returns for 10 years | 46.17 | 101.74 | 45% |
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