Ad is loading...
Ad is loading...
RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$66.16
Change-$0.70 (-1.05%)
VolumeN/A
CapitalizationN/A
Franklin Global Equity IS
Price$25.10
Change-$0.34 (-1.34%)
VolumeN/A
CapitalizationN/A
RWIBX vs SMYSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIBX vs. SMYSX commentary
Nov 17, 2024
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 Sell and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. SMYSX (400M). SMYSX pays higher dividends than RWIBX: SMYSX (1.21) vs RWIBX (1.05). RWIBX was incepted earlier than SMYSX: RWIBX (22 years) vs SMYSX (5 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. SMYSX (24.00). 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 : 32.12 vs. RWIBX (18.20). SMYSX return over 5 years is better than : 59.05 vs. RWIBX (35.89).
| RWIBX | SMYSX | RWIBX / SMYSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 12.357 | 24.504 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 400M | 31,250% |
| Annual Yield % from dividends | 1.05 | 1.21 | 87% |
| Returns for 1 year | 18.20 | 32.12 | 57% |
| Returns for 3 years | 1.61 | 17.31 | 9% |
| Returns for 5 years | 35.89 | 59.05 | 61% |
| Returns for 10 years | 45.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...