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RWIEX vs SMYSX
RWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSX
American Funds Capital World Gr&Inc R4
Price$67.66
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
Franklin Global Equity IS
Price$24.55
Change-$0.05 (-0.20%)
VolumeN/A
CapitalizationN/A
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RWIEX vs SMYSX Comparison Chart
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RWIEX vs. SMYSX commentary
Sep 21, 2024
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.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. SMYSX (372M). RWIEX pays higher dividends than SMYSX: RWIEX (1.68) vs SMYSX (1.21). RWIEX was incepted earlier than SMYSX: RWIEX (22 years) vs SMYSX (5 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SMYSX (24.00). 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 : 29.47 vs. RWIEX (20.00). SMYSX return over 5 years is better than : 61.29 vs. RWIEX (43.53).
| RWIEX | SMYSX | RWIEX / SMYSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 12.446 | 19.792 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 372M | 34,409% |
| Annual Yield % from dividends | 1.68 | 1.21 | 139% |
| Returns for 1 year | 20.00 | 29.47 | 68% |
| Returns for 3 years | 6.01 | 17.54 | 34% |
| Returns for 5 years | 43.53 | 61.29 | 71% |
| Returns for 10 years | 48.39 | N/A | - |
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