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RWBEX vs SMYSX
RWBEX vs SMYSX Comparison
Open Charts RWBEX vs SMYSX
American Funds Capital World Gr&Inc R2E
Price$72.52
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets137.57B
Franklin Global Equity IS
Price$27.92
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets501.74M
RWBEX vs SMYSX Comparison Chart in %
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RWBEX vs. SMYSX commentary
Sep 08, 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 SMYSX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 138B vs. SMYSX (502M). RWBEX pays higher dividends than SMYSX: RWBEX (1.04) vs SMYSX (0.89). RWBEX was incepted earlier than SMYSX: RWBEX (11 years) vs SMYSX (6 years). RWBEX (1.21) is less costly to investors than SMYSX (0.86). SMYSX is a more actively managed with annual turnover of: 29.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than SMYSX: RWBEX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : 19.11 vs. RWBEX (12.64). SMYSX return over 5 years is better than : 81.90 vs. RWBEX (44.80).
| RWBEX | SMYSX | RWBEX / SMYSX | |
| Total Expense Ratio | 1.21 | 0.86 | 141% |
| Annual Report Gross Expense Ratio | 1.21 | 0.86 | 141% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 15.834 | 15.229 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 502M | 27,490% |
| Annual Yield % from dividends | 1.04 | 0.89 | 117% |
| Returns for 1 year | 12.64 | 19.11 | 66% |
| Returns for 3 years | 52.32 | 69.19 | 76% |
| Returns for 5 years | 44.80 | 81.90 | 55% |
| Returns for 10 years | 72.51 | N/A | - |
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