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$71.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Franklin Global Equity IS
Price$27.27
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets488.56M
RWIBX vs SMYSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIBX vs. SMYSX commentary
Jul 27, 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: 137B vs. SMYSX (489M). SMYSX pays higher dividends than RWIBX: SMYSX (0.92) vs RWIBX (0.82). 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 : 18.23 vs. RWIBX (12.86). SMYSX return over 5 years is better than : 86.28 vs. RWIBX (47.06).
| 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 | 14.525 | 12.546 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 489M | 28,016% |
| Annual Yield % from dividends | 0.82 | 0.92 | 89% |
| Returns for 1 year | 12.86 | 18.23 | 71% |
| Returns for 3 years | 48.03 | 63.92 | 75% |
| Returns for 5 years | 47.06 | 86.28 | 55% |
| Returns for 10 years | 58.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers