Interact to see
Advertisement
Advertisement
RWIHX vs SMYIX
RWIHX vs SMYIX Comparison
Open Charts RWIHX vs SMYIX
American Funds Capital World Gr&Inc R5E
Price$73.05
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Franklin Global Equity I
Price$27.79
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets495.21M
RWIHX vs SMYIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIHX vs. SMYIX commentary
Aug 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 RWIHX is a StrongBuy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 137B vs. SMYIX (495M). RWIHX pays higher dividends than SMYIX: RWIHX (1.64) vs SMYIX (0.87). RWIHX was incepted earlier than SMYIX: RWIHX (10 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 : 15.56 vs. RWIHX (10.83). SMYIX return over 5 years is better than : 76.12 vs. RWIHX (45.28).
| RWIHX | SMYIX | RWIHX / SMYIX | |
| Total Expense Ratio | 0.56 | 0.95 | 59% |
| Annual Report Gross Expense Ratio | 0.56 | 0.99 | 57% |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 16.264 | 14.445 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 495M | 27,677% |
| Annual Yield % from dividends | 1.64 | 0.87 | 189% |
| Returns for 1 year | 10.83 | 15.56 | 70% |
| Returns for 3 years | 50.30 | 62.43 | 81% |
| Returns for 5 years | 45.28 | 76.12 | 59% |
| Returns for 10 years | N/A | 133.35 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EXG | 8.93 | 0.03 | +0.34% |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | |||
| BRNY | 46.57 | 0.12 | +0.25% |
| Burney U.S. Factor Rotation ETF | |||
| HYUP | 42.66 | 0.06 | +0.13% |
| Xtrackers High Beta High Yield Bond ETF | |||
| IBCA | 25.76 | 0.01 | +0.04% |
| iShares iBonds Dec 2035 Term Corp ETF | |||
| BSMV | 20.75 | -0.01 | -0.05% |
| Invesco BulletShares 2031 Muncpl Bd ETF | |||