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RWBEX vs SMYIX
RWBEX vs SMYIX Comparison
Open Charts RWBEX vs SMYIX
American Funds Capital World Gr&Inc R2E
Price$60.46
Change+$3.89 (+6.88%)
VolumeN/A
Net Assets116.98B
Franklin Global Equity I
Price$23.05
Change+$1.82 (+8.57%)
VolumeN/A
Net Assets403.18M
RWBEX vs SMYIX Comparison Chart
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RWBEX 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 RWBEX is a Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 117B vs. SMYIX (403M). RWBEX pays higher dividends than SMYIX: RWBEX (1.19) vs SMYIX (0.98). 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 : -5.19 vs. RWBEX (-11.29). SMYIX return over 5 years is better than : 69.78 vs. RWBEX (35.34).
| 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 | -10.420 | -12.381 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 403M | 29,032% |
| Annual Yield % from dividends | 1.19 | 0.98 | 122% |
| Returns for 1 year | -11.29 | -5.19 | 217% |
| Returns for 3 years | 0.38 | 12.95 | 3% |
| Returns for 5 years | 35.34 | 69.78 | 51% |
| Returns for 10 years | 21.52 | 67.29 | 32% |