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RWIEX vs SMYSX
RWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSX
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.
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).
| 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 | 15.013 | 12.546 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 489M | 28,016% |
| Annual Yield % from dividends | 1.46 | 0.92 | 158% |
| Returns for 1 year | 13.78 | 18.23 | 76% |
| Returns for 3 years | 50.99 | 63.92 | 80% |
| Returns for 5 years | 51.20 | 86.28 | 59% |
| Returns for 10 years | 63.09 | N/A | - |