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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Franklin Global Equity IS
Price$25.79
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
RWIFX vs SMYSX Comparison Chart
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RWIFX vs. SMYSX commentary
Jun 15, 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: 131B vs. SMYSX (458M). RWIFX pays higher dividends than SMYSX: RWIFX (1.80) vs SMYSX (0.96). 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 : 10.49 vs. RWIFX (6.65). SMYSX return over 5 years is better than : 85.40 vs. RWIFX (53.30).
| 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 | 9.163 | 6.438 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 458M | 28,603% |
| Annual Yield % from dividends | 1.80 | 0.96 | 188% |
| Returns for 1 year | 6.65 | 10.49 | 63% |
| Returns for 3 years | 45.12 | 59.61 | 76% |
| Returns for 5 years | 53.30 | 85.40 | 62% |
| Returns for 10 years | 53.59 | N/A | - |
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