Interact to see
Advertisement
Advertisement
RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$67.65
Change-$0.73 (-1.07%)
VolumeN/A
Net Assets131.04B
Franklin Global Equity IS
Price$25.79
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
RWIBX vs SMYSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIBX vs. SMYSX commentary
Jun 15, 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: 131B vs. SMYSX (458M). SMYSX pays higher dividends than RWIBX: SMYSX (0.96) vs RWIBX (0.86). 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 : 10.49 vs. RWIBX (5.45). SMYSX return over 5 years is better than : 85.40 vs. RWIBX (47.82).
| 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 | 8.647 | 6.438 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 458M | 28,603% |
| Annual Yield % from dividends | 0.86 | 0.96 | 90% |
| Returns for 1 year | 5.45 | 10.49 | 52% |
| Returns for 3 years | 41.17 | 59.61 | 69% |
| Returns for 5 years | 47.82 | 85.40 | 56% |
| Returns for 10 years | 47.79 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JNBZX | 10.03 | -0.06 | -0.59% |
| JPMorgan Income Builder R6 | |||
| MALVX | 31.10 | -0.29 | -0.92% |
| BlackRock Advantage Large Cap Val Instl | |||
| BIGRX | 36.40 | -0.44 | -1.19% |
| American Century Discplnd Cor Val Inv | |||
| LIGCX | 10.94 | -0.19 | -1.71% |
| Loomis Sayles International Growth C | |||
| VNVYX | 23.10 | -0.44 | -1.87% |
| Natixis Vaughan Nelson Mid Cap Y | |||