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RWIEX vs SMYSX
RWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSX
American Funds Capital World Gr&Inc R4
Price$67.02
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Franklin Global Equity IS
Price$25.10
Change-$0.34 (-1.34%)
VolumeN/A
CapitalizationN/A
RWIEX vs SMYSX Comparison Chart
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RWIEX vs. SMYSX commentary
Nov 17, 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 Sell and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. SMYSX (400M). 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 : 32.12 vs. RWIEX (19.09). SMYSX return over 5 years is better than : 59.05 vs. RWIEX (38.81).
| 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 | 13.087 | 24.504 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 400M | 31,250% |
| Annual Yield % from dividends | 1.68 | 1.21 | 139% |
| Returns for 1 year | 19.09 | 32.12 | 59% |
| Returns for 3 years | 3.22 | 17.31 | 19% |
| Returns for 5 years | 38.81 | 59.05 | 66% |
| Returns for 10 years | 49.45 | N/A | - |