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CWGFX vs SMYSX
CWGFX vs SMYSX Comparison
Open Charts CWGFX vs SMYSX
American Funds Capital World Gr&Inc F1
Price$78.18
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
Franklin Global Equity IS
Price$30.04
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets553.33M
CWGFX vs SMYSX Comparison Chart in %
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CWGFX vs. SMYSX commentary
Dec 13, 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 StrongBuy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. SMYSX (553M). CWGFX pays higher dividends than SMYSX: CWGFX (1.31) vs SMYSX (0.83). CWGFX was incepted earlier than SMYSX: CWGFX (25 years) vs SMYSX (6 years). SMYSX (0.86) is less costly to investors than CWGFX (0.80). SMYSX is a more actively managed with annual turnover of: 29.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than SMYSX: CWGFX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : 15.82 vs. CWGFX (14.10). SMYSX return over 5 years is better than : 79.86 vs. CWGFX (43.71).
| CWGFX | SMYSX | CWGFX / SMYSX | |
| Total Expense Ratio | 0.80 | 0.86 | 93% |
| Annual Report Gross Expense Ratio | 0.80 | 0.86 | 93% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 24.632 | 23.979 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 553M | 25,678% |
| Annual Yield % from dividends | 1.31 | 0.83 | 158% |
| Returns for 1 year | 14.10 | 15.82 | 89% |
| Returns for 3 years | 54.58 | 74.17 | 74% |
| Returns for 5 years | 43.71 | 79.86 | 55% |
| Returns for 10 years | 91.21 | N/A | - |
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