SMYIX
Price
$32.34
Change
+$0.24 (+0.75%)
Updated
Aug 21 closing price
Net Assets
683.1M
WGIFX
Price
$82.96
Change
+$0.67 (+0.81%)
Updated
Aug 21 closing price
Net Assets
155.99B
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SMYIX vs WGIFX

SMYIX vs WGIFX Comparison Chart in %
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SMYIX vs. WGIFX commentary
Aug 23, 2026

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 StrongBuy and WGIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 156B vs. SMYIX (683M). WGIFX pays higher dividends than SMYIX: WGIFX (1.55) vs SMYIX (0.65). SMYIX was incepted earlier than WGIFX: SMYIX (23 years) vs WGIFX (18 years). SMYIX (0.96) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 44.00 vs. SMYIX (31.00). 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 : 18.79 vs. WGIFX (17.49). SMYIX return over 5 years is better than : 61.01 vs. WGIFX (38.47).
SMYIXWGIFXSMYIX / WGIFX
Total Expense Ratio0.950.52183%
Annual Report Gross Expense Ratio0.960.52185%
Fund Existence23 years18 years-
Gain YTD15.25317.18689%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets683M156B0%
Annual Yield % from dividends0.651.5542%
Returns for 1 year18.7917.49107%
Returns for 3 years79.1955.95142%
Returns for 5 years61.0138.47159%
Returns for 10 years157.5996.98163%
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