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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$73.53
Change+$0.30 (+0.41%)
VolumeN/A
Net Assets140.16B
Franklin Global Equity IS
Price$28.72
Change+$0.20 (+0.70%)
VolumeN/A
Net Assets518.16M
RWIBX vs SMYSX Comparison Chart in %
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RWIBX vs. SMYSX commentary
Sep 29, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 140B vs. SMYSX (518M). 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 : 16.66 vs. RWIBX (8.53). SMYSX return over 5 years is better than : 94.45 vs. RWIBX (50.60).
| 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 | 18.186 | 18.531 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 518M | 27,027% |
| Annual Yield % from dividends | 0.80 | 0.89 | 90% |
| Returns for 1 year | 8.53 | 16.66 | 51% |
| Returns for 3 years | 66.20 | 87.04 | 76% |
| Returns for 5 years | 50.60 | 94.45 | 54% |
| Returns for 10 years | 84.28 | N/A | - |
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