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RWIEX vs SMYSX
RWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSX
American Funds Capital World Gr&Inc R4
Price$74.56
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Franklin Global Equity IS
Price$28.85
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets525.58M
RWIEX vs SMYSX Comparison Chart in %
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RWIEX vs. SMYSX commentary
Nov 20, 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 Hold and SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 139B vs. SMYSX (526M). RWIEX pays higher dividends than SMYSX: RWIEX (1.35) vs SMYSX (0.84). 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 : 14.85 vs. RWIEX (12.19). SMYSX return over 5 years is better than : 78.30 vs. RWIEX (41.79).
| 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 | 18.949 | 18.861 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 526M | 26,426% |
| Annual Yield % from dividends | 1.35 | 0.84 | 161% |
| Returns for 1 year | 12.19 | 14.85 | 82% |
| Returns for 3 years | 50.76 | 68.10 | 75% |
| Returns for 5 years | 41.79 | 78.30 | 53% |
| Returns for 10 years | 74.04 | N/A | - |
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