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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$63.81
Change+$0.46 (+0.73%)
VolumeN/A
Net Assets126.7B
Franklin Global Equity IS
Price$24.87
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets426.29M
RWIBX vs SMYSX Comparison Chart
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RWIBX vs. SMYSX commentary
Jan 19, 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 StrongBuy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 127B vs. SMYSX (426M). 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 : 24.01 vs. RWIBX (10.02). SMYSX return over 5 years is better than : 61.34 vs. RWIBX (24.76).
| 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 | 2.014 | 2.641 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 426M | 29,812% |
| Annual Yield % from dividends | 1.05 | 1.21 | 87% |
| Returns for 1 year | 10.02 | 24.01 | 42% |
| Returns for 3 years | 6.90 | 27.14 | 25% |
| Returns for 5 years | 24.76 | 61.34 | 40% |
| Returns for 10 years | 44.15 | N/A | - |
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