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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Franklin Global Equity IS
Price$24.55
Change-$0.05 (-0.20%)
VolumeN/A
CapitalizationN/A
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RWIFX vs SMYSX Comparison Chart
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RWIFX 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 RWIFX is a StrongBuy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. SMYSX (372M). RWIFX pays higher dividends than SMYSX: RWIFX (1.94) vs SMYSX (1.21). RWIFX was incepted earlier than SMYSX: RWIFX (22 years) vs SMYSX (5 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. SMYSX (24.00). RWIFX has a lower initial minimum investment than SMYSX: RWIFX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : 29.47 vs. RWIFX (20.37). SMYSX return over 5 years is better than : 61.29 vs. RWIFX (44.74).
| RWIFX | SMYSX | RWIFX / 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 | 12.691 | 19.792 | 64% |
| 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 | 1.94 | 1.21 | 161% |
| Returns for 1 year | 20.37 | 29.47 | 69% |
| Returns for 3 years | 6.65 | 17.54 | 38% |
| Returns for 5 years | 44.74 | 61.29 | 73% |
| Returns for 10 years | 49.84 | N/A | - |
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