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SMYIX vs WGIFX
SMYIX vs WGIFX Comparison
Open Charts SMYIX vs WGIFX
Franklin Global Equity I
Price$27.10
Change+$0.23 (+0.86%)
VolumeN/A
Net Assets485.4M
American Funds Capital World Gr&Inc F2
Price$71.27
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
SMYIX vs WGIFX Comparison Chart in %
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SMYIX vs. WGIFX 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 SMYIX is a Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 135B vs. SMYIX (485M). WGIFX pays higher dividends than SMYIX: WGIFX (1.67) vs SMYIX (0.87). 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 : 20.37 vs. WGIFX (16.06). SMYIX return over 5 years is better than : 77.19 vs. WGIFX (47.18).
| 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 | 10.896 | 13.360 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 135B | 0% |
| Annual Yield % from dividends | 0.87 | 1.67 | 52% |
| Returns for 1 year | 20.37 | 16.06 | 127% |
| Returns for 3 years | 54.10 | 43.78 | 124% |
| Returns for 5 years | 77.19 | 47.18 | 164% |
| Returns for 10 years | 113.87 | 61.41 | 185% |
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