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CWIAX vs SMYSX
CWIAX vs SMYSX Comparison
Open Charts CWIAX vs SMYSX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Franklin Global Equity IS
Price$27.27
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets488.56M
CWIAX vs SMYSX Comparison Chart in %
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CWIAX vs. SMYSX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. SMYSX (489M). CWIAX pays higher dividends than SMYSX: CWIAX (1.46) vs SMYSX (0.92). 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 : 18.23 vs. CWIAX (13.76). SMYSX return over 5 years is better than : 86.28 vs. CWIAX (55.06).
| 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 | 15.007 | 12.546 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 489M | 28,016% |
| Annual Yield % from dividends | 1.46 | 0.92 | 158% |
| Returns for 1 year | 13.76 | 18.23 | 75% |
| Returns for 3 years | 52.42 | 63.92 | 82% |
| Returns for 5 years | 55.06 | 86.28 | 64% |
| Returns for 10 years | 84.54 | N/A | - |
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