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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$67.14
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets128.47B
Franklin Global Equity IS
Price$25.37
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets453.2M
RWIFX vs SMYSX Comparison Chart
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RWIFX vs. SMYSX commentary
May 23, 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 Buy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. SMYSX (453M). RWIFX pays higher dividends than SMYSX: RWIFX (1.91) vs SMYSX (1.01). 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 : 11.98 vs. RWIFX (3.32). SMYSX return over 5 years is better than : 93.36 vs. RWIFX (56.14).
| 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 | 6.077 | 5.861 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 453M | 28,256% |
| Annual Yield % from dividends | 1.91 | 1.01 | 189% |
| Returns for 1 year | 3.32 | 11.98 | 28% |
| Returns for 3 years | 32.97 | 51.66 | 64% |
| Returns for 5 years | 56.14 | 93.36 | 60% |
| Returns for 10 years | 45.85 | N/A | - |
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