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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$74.75
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Franklin Global Equity IS
Price$28.72
Change+$0.20 (+0.70%)
VolumeN/A
Net Assets518.16M
RWIFX vs SMYSX Comparison Chart in %
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RWIFX vs. SMYSX commentary
Sep 29, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. SMYSX (518M). 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 : 16.66 vs. RWIFX (9.77). SMYSX return over 5 years is better than : 94.45 vs. RWIFX (56.94).
| 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 | 19.119 | 18.531 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 518M | 27,027% |
| Annual Yield % from dividends | 1.69 | 0.89 | 190% |
| Returns for 1 year | 9.77 | 16.66 | 59% |
| Returns for 3 years | 71.31 | 87.04 | 82% |
| Returns for 5 years | 56.94 | 94.45 | 60% |
| Returns for 10 years | 92.50 | N/A | - |
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