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RWIEX vs SMYSX
RWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSX
American Funds Capital World Gr&Inc R4
Price$71.37
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Franklin Global Equity IS
Price$26.80
Change+$0.21 (+0.79%)
VolumeN/A
Net Assets477.13M
RWIEX vs SMYSX Comparison Chart in %
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RWIEX vs. SMYSX commentary
Jul 06, 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: 136B vs. SMYSX (477M). RWIEX pays higher dividends than SMYSX: RWIEX (1.46) vs SMYSX (0.92). 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 : 12.76 vs. RWIEX (9.34). SMYSX return over 5 years is better than : 87.87 vs. RWIEX (52.95).
| 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 | 13.565 | 10.607 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 1.46 | 0.92 | 158% |
| Returns for 1 year | 9.34 | 12.76 | 73% |
| Returns for 3 years | 50.20 | 65.96 | 76% |
| Returns for 5 years | 52.95 | 87.87 | 60% |
| Returns for 10 years | 62.87 | N/A | - |
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