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SMYIX vs WGIFX
SMYIX vs WGIFX Comparison
Open Charts SMYIX vs WGIFX
Franklin Global Equity I
Price$26.30
Change+$0.21 (+0.80%)
VolumeN/A
Net Assets465.03M
American Funds Capital World Gr&Inc F2
Price$70.36
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
SMYIX vs WGIFX Comparison Chart in %
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SMYIX vs. WGIFX commentary
Jun 27, 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: 133B vs. SMYIX (465M). WGIFX pays higher dividends than SMYIX: WGIFX (1.75) vs SMYIX (0.91). 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 : 11.34 vs. WGIFX (9.38). SMYIX return over 5 years is better than : 88.72 vs. WGIFX (57.12).
| 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 | 7.676 | 11.913 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 133B | 0% |
| Annual Yield % from dividends | 0.91 | 1.75 | 52% |
| Returns for 1 year | 11.34 | 9.38 | 121% |
| Returns for 3 years | 57.77 | 45.77 | 126% |
| Returns for 5 years | 88.72 | 57.12 | 155% |
| Returns for 10 years | 109.94 | 60.91 | 180% |
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