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CWGFX vs SMYIX
CWGFX vs SMYIX Comparison
Open Charts CWGFX vs SMYIX
American Funds Capital World Gr&Inc F1
Price$74.52
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Franklin Global Equity I
Price$28.68
Change+$0.19 (+0.67%)
VolumeN/A
Net Assets518.16M
CWGFX vs SMYIX Comparison Chart in %
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CWGFX vs. SMYIX commentary
Sep 29, 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 CWGFX is a Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. SMYIX (518M). CWGFX pays higher dividends than SMYIX: CWGFX (1.39) vs SMYIX (0.84). CWGFX was incepted earlier than SMYIX: CWGFX (25 years) vs SMYIX (22 years). SMYIX (0.99) is less costly to investors than CWGFX (0.80). SMYIX is a more actively managed with annual turnover of: 29.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than SMYIX: CWGFX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 16.53 vs. CWGFX (9.37). SMYIX return over 5 years is better than : 93.68 vs. CWGFX (54.88).
| CWGFX | SMYIX | CWGFX / SMYIX | |
| Total Expense Ratio | 0.80 | 0.95 | 84% |
| Annual Report Gross Expense Ratio | 0.80 | 0.99 | 81% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 18.797 | 18.366 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 518M | 27,027% |
| Annual Yield % from dividends | 1.39 | 0.84 | 165% |
| Returns for 1 year | 9.37 | 16.53 | 57% |
| Returns for 3 years | 69.62 | 86.62 | 80% |
| Returns for 5 years | 54.88 | 93.68 | 59% |
| Returns for 10 years | 89.86 | 152.53 | 59% |
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