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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$65.97
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Franklin Global Equity IS
Price$25.37
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets453.2M
RWIBX vs SMYSX Comparison Chart
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RWIBX vs. SMYSX commentary
May 23, 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: 128B vs. SMYSX (453M). SMYSX pays higher dividends than RWIBX: SMYSX (1.01) vs RWIBX (0.91). 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 : 11.98 vs. RWIBX (2.17). SMYSX return over 5 years is better than : 93.36 vs. RWIBX (50.58).
| 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 | 5.657 | 5.861 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 453M | 28,256% |
| Annual Yield % from dividends | 0.91 | 1.01 | 90% |
| Returns for 1 year | 2.17 | 11.98 | 18% |
| Returns for 3 years | 29.72 | 51.66 | 58% |
| Returns for 5 years | 50.58 | 93.36 | 54% |
| Returns for 10 years | 40.35 | N/A | - |
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