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CWIAX vs SMYSX
CWIAX vs SMYSX Comparison
Open Charts CWIAX vs SMYSX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Franklin Global Equity IS
Price$25.79
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
CWIAX vs SMYSX Comparison Chart
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CWIAX vs. SMYSX commentary
Jun 16, 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 CWIAX is a Buy and SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. SMYSX (458M). CWIAX pays higher dividends than SMYSX: CWIAX (1.52) vs SMYSX (0.96). CWIAX was incepted earlier than SMYSX: CWIAX (23 years) vs SMYSX (6 years). SMYSX (0.86) is less costly to investors than CWIAX (0.78). SMYSX is a more actively managed with annual turnover of: 29.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than SMYSX: CWIAX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : 10.49 vs. CWIAX (6.31). SMYSX return over 5 years is better than : 85.40 vs. CWIAX (56.31).
| CWIAX | SMYSX | CWIAX / SMYSX | |
| Total Expense Ratio | 0.78 | 0.86 | 91% |
| Annual Report Gross Expense Ratio | 0.78 | 0.86 | 91% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 9.031 | 6.438 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 458M | 28,603% |
| Annual Yield % from dividends | 1.52 | 0.96 | 159% |
| Returns for 1 year | 6.31 | 10.49 | 60% |
| Returns for 3 years | 45.37 | 59.61 | 76% |
| Returns for 5 years | 56.31 | 85.40 | 66% |
| Returns for 10 years | 73.44 | N/A | - |
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