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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$59.77
Change+$3.85 (+6.88%)
VolumeN/A
Net Assets116.98B
Franklin Global Equity IS
Price$23.06
Change+$1.82 (+8.57%)
VolumeN/A
Net Assets403.18M
RWIBX vs SMYSX Comparison Chart
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RWIBX vs. SMYSX commentary
Apr 11, 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: 117B vs. SMYSX (403M). SMYSX pays higher dividends than RWIBX: SMYSX (1.03) vs RWIBX (0.92). 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 : -5.14 vs. RWIBX (-11.60). SMYSX return over 5 years is better than : 70.31 vs. RWIBX (33.84).
| 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 | -10.493 | -12.340 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 403M | 29,032% |
| Annual Yield % from dividends | 0.92 | 1.03 | 89% |
| Returns for 1 year | -11.60 | -5.14 | 226% |
| Returns for 3 years | -0.36 | 13.17 | -3% |
| Returns for 5 years | 33.84 | 70.31 | 48% |
| Returns for 10 years | 20.23 | N/A | - |
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