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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
Franklin Global Equity IS
Price$25.10
Change-$0.34 (-1.34%)
VolumeN/A
CapitalizationN/A
RWIFX vs SMYSX Comparison Chart
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RWIFX vs. SMYSX commentary
Nov 17, 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 Sell and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. SMYSX (400M). 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 : 32.12 vs. RWIFX (19.46). SMYSX return over 5 years is better than : 59.05 vs. RWIFX (39.97).
| 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 | 13.399 | 24.504 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 400M | 31,250% |
| Annual Yield % from dividends | 1.94 | 1.21 | 161% |
| Returns for 1 year | 19.46 | 32.12 | 61% |
| Returns for 3 years | 3.86 | 17.31 | 22% |
| Returns for 5 years | 39.97 | 59.05 | 68% |
| Returns for 10 years | 50.91 | N/A | - |
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