RWIEX
Price
$72.28
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
SMYSX
Price
$27.27
Change
+$0.05 (+0.18%)
Updated
Jul 25 closing price
Net Assets
488.56M
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RWIEX vs SMYSX

Header iconRWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSXBanner chart's image
American Funds Capital World Gr&Inc R4
Price$72.28
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Franklin Global Equity IS
Price$27.27
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets488.56M
RWIEX vs SMYSX Comparison Chart in %
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RWIEX vs. SMYSX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. SMYSX (489M). 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 : 18.23 vs. RWIEX (13.78). SMYSX return over 5 years is better than : 86.28 vs. RWIEX (51.20).
RWIEXSMYSXRWIEX / SMYSX
Total Expense Ratio0.760.8688%
Annual Report Gross Expense Ratio0.760.8688%
Fund Existence23 years6 years-
Gain YTD15.01312.546120%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B489M28,016%
Annual Yield % from dividends1.460.92158%
Returns for 1 year13.7818.2376%
Returns for 3 years50.9963.9280%
Returns for 5 years51.2086.2859%
Returns for 10 years63.09N/A-
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