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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$74.78
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
Franklin Global Equity IS
Price$28.80
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets529.64M
RWIFX vs SMYSX Comparison Chart in %
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RWIFX vs. SMYSX commentary
Nov 20, 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 Hold and SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. SMYSX (530M). RWIFX pays higher dividends than SMYSX: RWIFX (1.60) vs SMYSX (0.84). RWIFX was incepted earlier than SMYSX: RWIFX (24 years) vs SMYSX (6 years). SMYSX (0.86) is less costly to investors than RWIFX (0.46). SMYSX is a more actively managed with annual turnover of: 29.00 vs. RWIFX (27.00). 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 : 16.27 vs. RWIFX (12.50). SMYSX return over 5 years is better than : 79.27 vs. RWIFX (43.18).
| RWIFX | SMYSX | RWIFX / SMYSX | |
| Total Expense Ratio | 0.46 | 0.86 | 53% |
| Annual Report Gross Expense Ratio | 0.46 | 0.86 | 53% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 19.166 | 19.851 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 530M | 26,415% |
| Annual Yield % from dividends | 1.60 | 0.84 | 191% |
| Returns for 1 year | 12.50 | 16.27 | 77% |
| Returns for 3 years | 51.93 | 69.50 | 75% |
| Returns for 5 years | 43.18 | 79.27 | 54% |
| Returns for 10 years | 76.03 | N/A | - |
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