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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$76.05
Change+$0.47 (+0.62%)
VolumeN/A
Net Assets140.91B
Franklin Global Equity IS
Price$28.94
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets516.49M
RWIFX vs SMYSX Comparison Chart in %
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RWIFX vs. SMYSX commentary
Oct 24, 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: 141B vs. SMYSX (516M). RWIFX pays higher dividends than SMYSX: RWIFX (1.64) vs SMYSX (0.85). RWIFX was incepted earlier than SMYSX: RWIFX (23 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 : 17.22 vs. RWIFX (13.34). SMYSX return over 5 years is better than : 85.31 vs. RWIFX (53.90).
| RWIFX | SMYSX | RWIFX / SMYSX | |
| Total Expense Ratio | 0.46 | 0.86 | 53% |
| Annual Report Gross Expense Ratio | 0.46 | 0.86 | 53% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 21.190 | 18.531 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 516M | 27,326% |
| Annual Yield % from dividends | 1.64 | 0.85 | 193% |
| Returns for 1 year | 13.34 | 17.22 | 77% |
| Returns for 3 years | 67.70 | 77.85 | 87% |
| Returns for 5 years | 53.90 | 85.31 | 63% |
| Returns for 10 years | 78.00 | N/A | - |
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