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RWIHX vs SMYIX
RWIHX vs SMYIX Comparison
Open Charts RWIHX vs SMYIX
American Funds Capital World Gr&Inc R5E
Price$60.59
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets116.98B
Franklin Global Equity I
Price$23.05
Change+$1.82 (+8.57%)
VolumeN/A
Net Assets403.18M
RWIHX vs SMYIX Comparison Chart
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RWIHX vs. SMYIX 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 RWIHX is a Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 117B vs. SMYIX (403M). RWIHX pays higher dividends than SMYIX: RWIHX (1.84) vs SMYIX (0.98). RWIHX was incepted earlier than SMYIX: RWIHX (9 years) vs SMYIX (22 years). SMYIX (0.99) is less costly to investors than RWIHX (0.56). SMYIX is a more actively managed with annual turnover of: 29.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than SMYIX: RWIHX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : -5.19 vs. RWIHX (-10.70). SMYIX return over 5 years is better than : 69.78 vs. RWIHX (38.29).
| RWIHX | SMYIX | RWIHX / SMYIX | |
| Total Expense Ratio | 0.56 | 0.95 | 59% |
| Annual Report Gross Expense Ratio | 0.56 | 0.99 | 57% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | -10.269 | -12.381 | 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 | 1.84 | 0.98 | 188% |
| Returns for 1 year | -10.70 | -5.19 | 206% |
| Returns for 3 years | 1.87 | 12.95 | 14% |
| Returns for 5 years | 38.29 | 69.78 | 55% |
| Returns for 10 years | N/A | 67.29 | - |
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