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RWBEX vs SMYIX
RWBEX vs SMYIX Comparison
Open Charts RWBEX vs SMYIX
American Funds Capital World Gr&Inc R2E
Price$64.56
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Franklin Global Equity I
Price$24.86
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets426.29M
RWBEX vs SMYIX Comparison Chart
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RWBEX vs. SMYIX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 127B vs. SMYIX (426M). 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 : 23.91 vs. RWBEX (10.43). SMYIX return over 5 years is better than : 60.86 vs. RWBEX (26.04).
| 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 | 2.039 | 2.600 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 426M | 29,812% |
| Annual Yield % from dividends | 1.28 | 1.16 | 110% |
| Returns for 1 year | 10.43 | 23.91 | 44% |
| Returns for 3 years | 7.63 | 26.90 | 28% |
| Returns for 5 years | 26.04 | 60.86 | 43% |
| Returns for 10 years | 45.57 | 111.63 | 41% |
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