Ad is loading...
RWIHX vs SMYIX
RWIHX vs SMYIX Comparison
Open Charts RWIHX vs SMYIX
American Funds Capital World Gr&Inc R5E
Price$64.71
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Franklin Global Equity I
Price$24.86
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets426.29M
RWIHX vs SMYIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIHX vs. SMYIX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 127B vs. SMYIX (426M). RWIHX pays higher dividends than SMYIX: RWIHX (1.86) vs SMYIX (1.16). RWIHX was incepted earlier than SMYIX: RWIHX (9 years) vs SMYIX (22 years). RWIHX is a more actively managed with annual turnover of: 27.00 vs. SMYIX (24.00). 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 : 23.91 vs. RWIHX (11.16). SMYIX return over 5 years is better than : 60.86 vs. RWIHX (28.50).
| RWIHX | SMYIX | RWIHX / SMYIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 2.066 | 2.600 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 426M | 29,812% |
| Annual Yield % from dividends | 1.86 | 1.16 | 160% |
| Returns for 1 year | 11.16 | 23.91 | 47% |
| Returns for 3 years | 9.05 | 26.90 | 34% |
| Returns for 5 years | 28.50 | 60.86 | 47% |
| Returns for 10 years | N/A | 111.63 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...