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RWBEX vs SMYIX
RWBEX vs SMYIX Comparison
Open Charts RWBEX vs SMYIX
American Funds Capital World Gr&Inc R2E
Price$63.38
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
Franklin Global Equity I
Price$24.18
Change-$0.72 (-2.89%)
VolumeN/A
CapitalizationN/A
RWBEX vs SMYIX Comparison Chart
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RWBEX vs. SMYIX commentary
Dec 19, 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 Buy and SMYIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 121B vs. SMYIX (404M). RWBEX pays higher dividends than SMYIX: RWBEX (1.28) vs SMYIX (1.16). RWBEX was incepted earlier than SMYIX: RWBEX (10 years) vs SMYIX (22 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 : 25.84 vs. RWBEX (11.66). SMYIX return over 5 years is better than : 65.43 vs. RWBEX (30.86).
| RWBEX | SMYIX | RWBEX / SMYIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 10.091 | 24.659 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 404M | 29,950% |
| Annual Yield % from dividends | 1.28 | 1.16 | 110% |
| Returns for 1 year | 11.66 | 25.84 | 45% |
| Returns for 3 years | 9.08 | 29.38 | 31% |
| Returns for 5 years | 30.86 | 65.43 | 47% |
| Returns for 10 years | 45.55 | 110.99 | 41% |
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