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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$71.57
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Franklin Global Equity IS
Price$27.65
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets496.06M
RWIBX vs SMYSX Comparison Chart in %
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RWIBX vs. SMYSX commentary
Aug 18, 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 RWIBX is a StrongBuy and SMYSX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. SMYSX (496M). SMYSX pays higher dividends than RWIBX: SMYSX (0.91) vs RWIBX (0.82). RWIBX was incepted earlier than SMYSX: RWIBX (23 years) vs SMYSX (6 years). RWIBX (1.51) is less costly to investors than SMYSX (0.86). SMYSX is a more actively managed with annual turnover of: 29.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than SMYSX: RWIBX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : 16.87 vs. RWIBX (10.52). SMYSX return over 5 years is better than : 80.47 vs. RWIBX (43.49).
| RWIBX | SMYSX | RWIBX / SMYSX | |
| Total Expense Ratio | 1.51 | 0.86 | 176% |
| Annual Report Gross Expense Ratio | 1.51 | 0.86 | 176% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 14.943 | 14.115 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 496M | 27,621% |
| Annual Yield % from dividends | 0.82 | 0.91 | 90% |
| Returns for 1 year | 10.52 | 16.87 | 62% |
| Returns for 3 years | 38.46 | 53.26 | 72% |
| Returns for 5 years | 43.49 | 80.47 | 54% |
| Returns for 10 years | 59.55 | N/A | - |
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