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RWIEX vs SMYSX
RWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSX
American Funds Capital World Gr&Inc R4
Price$66.89
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets129.86B
Franklin Global Equity IS
Price$25.37
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets453.2M
RWIEX vs SMYSX Comparison Chart
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RWIEX vs. SMYSX commentary
May 23, 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: 130B vs. SMYSX (453M). RWIEX pays higher dividends than SMYSX: RWIEX (1.61) vs SMYSX (1.01). 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 : 11.98 vs. RWIEX (3.00). SMYSX return over 5 years is better than : 93.36 vs. RWIEX (54.57).
| 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 | 5.967 | 5.861 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 453M | 28,698% |
| Annual Yield % from dividends | 1.61 | 1.01 | 159% |
| Returns for 1 year | 3.00 | 11.98 | 25% |
| Returns for 3 years | 32.04 | 51.66 | 62% |
| Returns for 5 years | 54.57 | 93.36 | 58% |
| Returns for 10 years | 44.31 | N/A | - |
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