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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Franklin Global Equity IS
Price$27.65
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets496.06M
RWIFX vs SMYSX Comparison Chart in %
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RWIFX vs. SMYSX commentary
Aug 18, 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 StrongBuy and SMYSX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. SMYSX (496M). RWIFX pays higher dividends than SMYSX: RWIFX (1.72) vs SMYSX (0.91). 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 : 16.87 vs. RWIFX (11.77). SMYSX return over 5 years is better than : 80.47 vs. RWIFX (49.16).
| 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 | 15.690 | 14.115 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 496M | 27,621% |
| Annual Yield % from dividends | 1.72 | 0.91 | 189% |
| Returns for 1 year | 11.77 | 16.87 | 70% |
| Returns for 3 years | 42.33 | 53.26 | 79% |
| Returns for 5 years | 49.16 | 80.47 | 61% |
| Returns for 10 years | 66.20 | N/A | - |
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