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SMYIX vs WGIFX
SMYIX vs WGIFX Comparison
Open Charts SMYIX vs WGIFX
Franklin Global Equity I
Price$28.89
Change-$0.15 (-0.52%)
VolumeN/A
Net Assets524.95M
American Funds Capital World Gr&Inc F2
Price$75.73
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
SMYIX vs WGIFX Comparison Chart in %
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SMYIX vs. WGIFX commentary
Oct 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 SMYIX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. SMYIX (525M). WGIFX pays higher dividends than SMYIX: WGIFX (1.59) vs SMYIX (0.81). SMYIX was incepted earlier than WGIFX: SMYIX (22 years) vs WGIFX (17 years). SMYIX (0.99) is less costly to investors than WGIFX (0.52). SMYIX is a more actively managed with annual turnover of: 29.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than SMYIX: WGIFX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 18.95 vs. WGIFX (12.50). SMYIX return over 5 years is better than : 87.79 vs. WGIFX (53.46).
| SMYIX | WGIFX | SMYIX / WGIFX | |
| Total Expense Ratio | 0.95 | 0.52 | 183% |
| Annual Report Gross Expense Ratio | 0.99 | 0.52 | 190% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 19.851 | 20.836 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 142B | 0% |
| Annual Yield % from dividends | 0.81 | 1.59 | 51% |
| Returns for 1 year | 18.95 | 12.50 | 152% |
| Returns for 3 years | 86.64 | 70.35 | 123% |
| Returns for 5 years | 87.79 | 53.46 | 164% |
| Returns for 10 years | 138.73 | 80.33 | 173% |
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