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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Franklin Global Equity IS
Price$27.92
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets501.74M
RWIFX vs SMYSX Comparison Chart in %
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RWIFX vs. SMYSX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. SMYSX (502M). RWIFX pays higher dividends than SMYSX: RWIFX (1.69) vs SMYSX (0.89). 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 : 19.11 vs. RWIFX (13.51). SMYSX return over 5 years is better than : 81.90 vs. RWIFX (48.74).
| 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 | 16.421 | 15.229 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 502M | 27,490% |
| Annual Yield % from dividends | 1.69 | 0.89 | 190% |
| Returns for 1 year | 13.51 | 19.11 | 71% |
| Returns for 3 years | 55.27 | 69.19 | 80% |
| Returns for 5 years | 48.74 | 81.90 | 60% |
| Returns for 10 years | 77.64 | N/A | - |
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