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SMYIX vs WGIFX
SMYIX vs WGIFX Comparison
Open Charts SMYIX vs WGIFX
Franklin Global Equity I
Price$25.07
Change-$0.41 (-1.61%)
VolumeN/A
Net Assets444.34M
American Funds Capital World Gr&Inc F2
Price$66.21
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
SMYIX vs WGIFX Comparison Chart
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SMYIX vs. WGIFX commentary
Feb 23, 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 Hold and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 128B vs. SMYIX (444M). WGIFX pays higher dividends than SMYIX: WGIFX (1.90) vs SMYIX (1.16). SMYIX was incepted earlier than WGIFX: SMYIX (22 years) vs WGIFX (17 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. SMYIX (24.00). 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 : 16.07 vs. WGIFX (7.35). SMYIX return over 5 years is better than : 65.02 vs. WGIFX (33.63).
| SMYIX | WGIFX | SMYIX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 3.467 | 4.350 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 128B | 0% |
| Annual Yield % from dividends | 1.16 | 1.90 | 61% |
| Returns for 1 year | 16.07 | 7.35 | 219% |
| Returns for 3 years | 34.89 | 17.14 | 204% |
| Returns for 5 years | 65.02 | 33.63 | 193% |
| Returns for 10 years | 100.85 | 45.71 | 221% |
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