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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Franklin Global Equity IS
Price$24.87
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets426.29M
RWIFX vs SMYSX Comparison Chart
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RWIFX vs. SMYSX commentary
Jan 19, 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 RWIFX is a StrongBuy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. SMYSX (426M). RWIFX pays higher dividends than SMYSX: RWIFX (1.94) vs SMYSX (1.21). RWIFX was incepted earlier than SMYSX: RWIFX (23 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 : 24.01 vs. RWIFX (11.29). SMYSX return over 5 years is better than : 61.34 vs. RWIFX (28.93).
| RWIFX | SMYSX | RWIFX / SMYSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 2.077 | 2.641 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 426M | 29,812% |
| Annual Yield % from dividends | 1.94 | 1.21 | 161% |
| Returns for 1 year | 11.29 | 24.01 | 47% |
| Returns for 3 years | 9.29 | 27.14 | 34% |
| Returns for 5 years | 28.93 | 61.34 | 47% |
| Returns for 10 years | 49.38 | N/A | - |
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