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CWGFX vs SMYSX
CWGFX vs SMYSX Comparison
Open Charts CWGFX vs SMYSX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Franklin Global Equity IS
Price$26.80
Change+$0.21 (+0.79%)
VolumeN/A
Net Assets477.13M
CWGFX vs SMYSX Comparison Chart in %
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CWGFX vs. SMYSX commentary
Jul 07, 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 SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. SMYSX (477M). CWGFX pays higher dividends than SMYSX: CWGFX (1.42) vs SMYSX (0.92). CWGFX was incepted earlier than SMYSX: CWGFX (24 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 : 12.76 vs. CWGFX (9.29). SMYSX return over 5 years is better than : 87.87 vs. CWGFX (52.71).
| CWGFX | SMYSX | CWGFX / SMYSX | |
| Total Expense Ratio | 0.80 | 0.86 | 93% |
| Annual Report Gross Expense Ratio | 0.80 | 0.86 | 93% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 13.538 | 10.607 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 1.42 | 0.92 | 154% |
| Returns for 1 year | 9.29 | 12.76 | 73% |
| Returns for 3 years | 50.04 | 65.96 | 76% |
| Returns for 5 years | 52.71 | 87.87 | 60% |
| Returns for 10 years | 62.66 | N/A | - |
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