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RWIHX vs SMYIX
RWIHX vs SMYIX Comparison
Open Charts RWIHX vs SMYIX
American Funds Capital World Gr&Inc R5E
Price$71.22
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
Franklin Global Equity I
Price$27.10
Change+$0.23 (+0.86%)
VolumeN/A
Net Assets485.4M
RWIHX vs SMYIX Comparison Chart in %
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RWIHX vs. SMYIX commentary
Aug 08, 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: 135B vs. SMYIX (485M). 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 : 20.37 vs. RWIHX (16.01). SMYIX return over 5 years is better than : 77.19 vs. RWIHX (46.97).
| 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 | 13.351 | 10.896 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 485M | 27,835% |
| Annual Yield % from dividends | 1.64 | 0.87 | 189% |
| Returns for 1 year | 16.01 | 20.37 | 79% |
| Returns for 3 years | 43.64 | 54.10 | 81% |
| Returns for 5 years | 46.97 | 77.19 | 61% |
| Returns for 10 years | N/A | 113.87 | - |
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