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RWIEX vs SMYSX
RWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSX
American Funds Capital World Gr&Inc R4
Price$68.51
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Franklin Global Equity IS
Price$25.79
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
RWIEX vs SMYSX Comparison Chart
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RWIEX 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 RWIEX is a Buy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 131B vs. SMYSX (458M). RWIEX pays higher dividends than SMYSX: RWIEX (1.53) vs SMYSX (0.96). 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 : 10.49 vs. RWIEX (6.32). SMYSX return over 5 years is better than : 85.40 vs. RWIEX (51.75).
| 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 | 9.014 | 6.438 | 140% |
| 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 | 1.53 | 0.96 | 159% |
| Returns for 1 year | 6.32 | 10.49 | 60% |
| Returns for 3 years | 43.98 | 59.61 | 74% |
| Returns for 5 years | 51.75 | 85.40 | 61% |
| Returns for 10 years | 51.97 | N/A | - |
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