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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Franklin Global Equity IS
Price$26.80
Change+$0.21 (+0.79%)
VolumeN/A
Net Assets477.13M
RWIBX vs SMYSX Comparison Chart in %
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RWIBX vs. SMYSX commentary
Jul 06, 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 Buy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. SMYSX (477M). SMYSX pays higher dividends than RWIBX: SMYSX (0.92) 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 : 12.76 vs. RWIBX (8.46). SMYSX return over 5 years is better than : 87.87 vs. RWIBX (48.76).
| 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 | 13.144 | 10.607 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 0.82 | 0.92 | 89% |
| Returns for 1 year | 8.46 | 12.76 | 66% |
| Returns for 3 years | 47.26 | 65.96 | 72% |
| Returns for 5 years | 48.76 | 87.87 | 55% |
| Returns for 10 years | 58.14 | N/A | - |
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