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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$60.75
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets116.98B
Franklin Global Equity IS
Price$23.06
Change+$1.82 (+8.57%)
VolumeN/A
Net Assets403.18M
RWIFX vs SMYSX Comparison Chart
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RWIFX vs. SMYSX commentary
Apr 11, 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: 117B vs. SMYSX (403M). RWIFX pays higher dividends than SMYSX: RWIFX (1.93) vs SMYSX (1.03). 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 : -5.14 vs. RWIFX (-10.59). SMYSX return over 5 years is better than : 70.31 vs. RWIFX (38.79).
| 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 | -10.236 | -12.340 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 403M | 29,032% |
| Annual Yield % from dividends | 1.93 | 1.03 | 188% |
| Returns for 1 year | -10.59 | -5.14 | 206% |
| Returns for 3 years | 2.13 | 13.17 | 16% |
| Returns for 5 years | 38.79 | 70.31 | 55% |
| Returns for 10 years | 24.94 | N/A | - |
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