Ad is loading...
RWIEX vs SMYSX
RWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSX
American Funds Capital World Gr&Inc R4
Price$60.55
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets116.98B
Franklin Global Equity IS
Price$23.06
Change+$1.82 (+8.57%)
VolumeN/A
Net Assets403.18M
RWIEX vs SMYSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIEX vs. SMYSX commentary
Apr 11, 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 RWIEX is a Buy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. SMYSX (403M). RWIEX pays higher dividends than SMYSX: RWIEX (1.63) vs SMYSX (1.03). RWIEX was incepted earlier than SMYSX: RWIEX (23 years) vs SMYSX (6 years). SMYSX (0.86) is less costly to investors than RWIEX (0.76). SMYSX is a more actively managed with annual turnover of: 29.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than SMYSX: RWIEX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : -5.14 vs. RWIEX (-10.88). SMYSX return over 5 years is better than : 70.31 vs. RWIEX (37.38).
| RWIEX | SMYSX | RWIEX / SMYSX | |
| Total Expense Ratio | 0.76 | 0.86 | 88% |
| Annual Report Gross Expense Ratio | 0.76 | 0.86 | 88% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -10.309 | -12.340 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 403M | 29,032% |
| Annual Yield % from dividends | 1.63 | 1.03 | 159% |
| Returns for 1 year | -10.88 | -5.14 | 212% |
| Returns for 3 years | 1.43 | 13.17 | 11% |
| Returns for 5 years | 37.38 | 70.31 | 53% |
| Returns for 10 years | 23.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...