Interact to see
Advertisement
Advertisement
RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$73.52
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Franklin Global Equity IS
Price$28.85
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets525.58M
RWIBX vs SMYSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIBX vs. SMYSX commentary
Nov 20, 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 Hold and SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 139B vs. SMYSX (526M). SMYSX pays higher dividends than RWIBX: SMYSX (0.84) vs RWIBX (0.74). 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 : 14.85 vs. RWIBX (11.30). SMYSX return over 5 years is better than : 78.30 vs. RWIBX (37.68).
| 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 | 18.170 | 18.861 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 526M | 26,426% |
| Annual Yield % from dividends | 0.74 | 0.84 | 89% |
| Returns for 1 year | 11.30 | 14.85 | 76% |
| Returns for 3 years | 47.55 | 68.10 | 70% |
| Returns for 5 years | 37.68 | 78.30 | 48% |
| Returns for 10 years | 68.68 | N/A | - |