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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
Franklin Global Equity IS
Price$24.19
Change-$0.72 (-2.89%)
VolumeN/A
CapitalizationN/A
RWIFX vs SMYSX Comparison Chart
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RWIFX vs. SMYSX commentary
Dec 19, 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 Buy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. SMYSX (404M). 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 : 26.02 vs. RWIFX (12.33). SMYSX return over 5 years is better than : 65.93 vs. RWIFX (33.65).
| 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 | 10.727 | 24.768 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 404M | 29,950% |
| Annual Yield % from dividends | 1.94 | 1.21 | 161% |
| Returns for 1 year | 12.33 | 26.02 | 47% |
| Returns for 3 years | 10.56 | 29.69 | 36% |
| Returns for 5 years | 33.65 | 65.93 | 51% |
| Returns for 10 years | 49.13 | N/A | - |