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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$62.66
Change-$1.77 (-2.75%)
VolumeN/A
CapitalizationN/A
Franklin Global Equity IS
Price$24.19
Change-$0.72 (-2.89%)
VolumeN/A
CapitalizationN/A
RWIBX vs SMYSX Comparison Chart
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RWIBX vs. SMYSX commentary
Dec 19, 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 Buy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 121B vs. SMYSX (404M). SMYSX pays higher dividends than RWIBX: SMYSX (1.21) vs RWIBX (1.05). RWIBX was incepted earlier than SMYSX: RWIBX (23 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 : 26.02 vs. RWIBX (11.34). SMYSX return over 5 years is better than : 65.93 vs. RWIBX (29.64).
| RWIBX | SMYSX | RWIBX / SMYSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 9.781 | 24.768 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 404M | 29,950% |
| Annual Yield % from dividends | 1.05 | 1.21 | 87% |
| Returns for 1 year | 11.34 | 26.02 | 44% |
| Returns for 3 years | 8.41 | 29.69 | 28% |
| Returns for 5 years | 29.64 | 65.93 | 45% |
| Returns for 10 years | 44.22 | N/A | - |