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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$66.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Franklin Global Equity IS
Price$24.55
Change-$0.05 (-0.20%)
VolumeN/A
CapitalizationN/A
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RWIBX vs SMYSX Comparison Chart
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RWIBX vs. SMYSX commentary
Sep 21, 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 StrongBuy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. SMYSX (372M). 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 : 29.47 vs. RWIBX (19.09). SMYSX return over 5 years is better than : 61.29 vs. RWIBX (40.53).
| 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 | 11.847 | 19.792 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 372M | 34,409% |
| Annual Yield % from dividends | 1.05 | 1.21 | 87% |
| Returns for 1 year | 19.09 | 29.47 | 65% |
| Returns for 3 years | 4.35 | 17.54 | 25% |
| Returns for 5 years | 40.53 | 61.29 | 66% |
| Returns for 10 years | 44.70 | N/A | - |