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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$74.76
Change+$0.46 (+0.62%)
VolumeN/A
Net Assets140.91B
Franklin Global Equity IS
Price$28.94
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets516.49M
RWIBX vs SMYSX Comparison Chart in %
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RWIBX vs. SMYSX commentary
Oct 24, 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: 141B vs. SMYSX (516M). SMYSX pays higher dividends than RWIBX: SMYSX (0.85) vs RWIBX (0.76). 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 : 17.22 vs. RWIBX (12.08). SMYSX return over 5 years is better than : 85.31 vs. RWIBX (47.69).
| 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 | 20.163 | 18.531 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 516M | 27,326% |
| Annual Yield % from dividends | 0.76 | 0.85 | 89% |
| Returns for 1 year | 12.08 | 17.22 | 70% |
| Returns for 3 years | 62.75 | 77.85 | 81% |
| Returns for 5 years | 47.69 | 85.31 | 56% |
| Returns for 10 years | 70.43 | N/A | - |
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