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CWIAX vs SMYSX
CWIAX vs SMYSX Comparison
Open Charts CWIAX vs SMYSX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Franklin Global Equity IS
Price$28.60
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets512M
CWIAX vs SMYSX Comparison Chart in %
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CWIAX vs. SMYSX commentary
Oct 19, 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 Hold and SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. SMYSX (512M). CWIAX pays higher dividends than SMYSX: CWIAX (1.39) vs SMYSX (0.85). CWIAX was incepted earlier than SMYSX: CWIAX (24 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 : 15.33 vs. CWIAX (10.77). SMYSX return over 5 years is better than : 83.54 vs. CWIAX (54.01).
| CWIAX | SMYSX | CWIAX / SMYSX | |
| Total Expense Ratio | 0.78 | 0.86 | 91% |
| Annual Report Gross Expense Ratio | 0.78 | 0.86 | 91% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 19.974 | 18.035 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 512M | 27,539% |
| Annual Yield % from dividends | 1.39 | 0.85 | 163% |
| Returns for 1 year | 10.77 | 15.33 | 70% |
| Returns for 3 years | 67.94 | 80.20 | 85% |
| Returns for 5 years | 54.01 | 83.54 | 65% |
| Returns for 10 years | 99.76 | N/A | - |
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