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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$71.98
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets137.57B
Franklin Global Equity IS
Price$27.92
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets501.74M
RWIBX vs SMYSX Comparison Chart in %
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RWIBX vs. SMYSX commentary
Sep 08, 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: 138B vs. SMYSX (502M). SMYSX pays higher dividends than RWIBX: SMYSX (0.89) vs RWIBX (0.80). 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 : 19.11 vs. RWIBX (12.25). SMYSX return over 5 years is better than : 81.90 vs. RWIBX (43.09).
| 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 | 15.601 | 15.229 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 502M | 27,490% |
| Annual Yield % from dividends | 0.80 | 0.89 | 90% |
| Returns for 1 year | 12.25 | 19.11 | 64% |
| Returns for 3 years | 51.07 | 69.19 | 74% |
| Returns for 5 years | 43.09 | 81.90 | 53% |
| Returns for 10 years | 70.56 | N/A | - |
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