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RWBEX vs SMYIX
RWBEX vs SMYIX Comparison
Open Charts RWBEX vs SMYIX
American Funds Capital World Gr&Inc R2E
Price$72.82
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Franklin Global Equity I
Price$27.79
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets495.21M
RWBEX vs SMYIX Comparison Chart in %
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RWBEX vs. SMYIX commentary
Aug 29, 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 RWBEX is a StrongBuy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. SMYIX (495M). RWBEX pays higher dividends than SMYIX: RWBEX (1.06) vs SMYIX (0.87). RWBEX was incepted earlier than SMYIX: RWBEX (11 years) vs SMYIX (22 years). RWBEX (1.21) is less costly to investors than SMYIX (0.99). SMYIX is a more actively managed with annual turnover of: 29.00 vs. RWBEX (27.00). 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 : 15.56 vs. RWBEX (10.12). SMYIX return over 5 years is better than : 76.12 vs. RWBEX (41.97).
| RWBEX | SMYIX | RWBEX / SMYIX | |
| Total Expense Ratio | 1.21 | 0.95 | 127% |
| Annual Report Gross Expense Ratio | 1.21 | 0.99 | 122% |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 15.771 | 14.445 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 495M | 27,677% |
| Annual Yield % from dividends | 1.06 | 0.87 | 122% |
| Returns for 1 year | 10.12 | 15.56 | 65% |
| Returns for 3 years | 47.85 | 62.43 | 77% |
| Returns for 5 years | 41.97 | 76.12 | 55% |
| Returns for 10 years | 71.56 | 133.35 | 54% |
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