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RWIEX vs SMYSX
RWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSX
American Funds Capital World Gr&Inc R4
Price$74.50
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Franklin Global Equity IS
Price$28.72
Change+$0.20 (+0.70%)
VolumeN/A
Net Assets518.16M
RWIEX vs SMYSX Comparison Chart in %
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RWIEX vs. SMYSX commentary
Sep 29, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 140B vs. SMYSX (518M). RWIEX pays higher dividends than SMYSX: RWIEX (1.43) vs SMYSX (0.89). 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 : 16.66 vs. RWIEX (9.43). SMYSX return over 5 years is better than : 94.45 vs. RWIEX (55.12).
| 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 | 18.853 | 18.531 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 518M | 27,027% |
| Annual Yield % from dividends | 1.43 | 0.89 | 161% |
| Returns for 1 year | 9.43 | 16.66 | 57% |
| Returns for 3 years | 69.85 | 87.04 | 80% |
| Returns for 5 years | 55.12 | 94.45 | 58% |
| Returns for 10 years | 90.16 | N/A | - |
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