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RWIEX vs SMYSX
RWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSX
American Funds Capital World Gr&Inc R4
Price$73.02
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Franklin Global Equity IS
Price$27.92
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets501.74M
RWIEX vs SMYSX Comparison Chart in %
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RWIEX vs. SMYSX commentary
Sep 08, 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 StrongBuy and SMYSX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 138B vs. SMYSX (502M). RWIEX pays higher dividends than SMYSX: RWIEX (1.43) vs SMYSX (0.89). 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 : 19.11 vs. RWIEX (13.16). SMYSX return over 5 years is better than : 81.90 vs. RWIEX (47.13).
| 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 | 16.190 | 15.229 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 502M | 27,490% |
| Annual Yield % from dividends | 1.43 | 0.89 | 161% |
| Returns for 1 year | 13.16 | 19.11 | 69% |
| Returns for 3 years | 54.08 | 69.19 | 78% |
| Returns for 5 years | 47.13 | 81.90 | 58% |
| Returns for 10 years | 75.67 | N/A | - |
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