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CWIAX vs SMYSX
CWIAX vs SMYSX Comparison
Open Charts CWIAX vs SMYSX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Franklin Global Equity IS
Price$29.68
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets543.17M
CWIAX vs SMYSX Comparison Chart in %
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CWIAX vs. SMYSX commentary
Dec 04, 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 StrongBuy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. SMYSX (543M). CWIAX pays higher dividends than SMYSX: CWIAX (1.35) vs SMYSX (0.83). 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 : 14.60 vs. CWIAX (12.62). SMYSX return over 5 years is better than : 76.49 vs. CWIAX (44.44).
| 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 | 22.035 | 21.874 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 543M | 26,151% |
| Annual Yield % from dividends | 1.35 | 0.83 | 163% |
| Returns for 1 year | 12.62 | 14.60 | 86% |
| Returns for 3 years | 50.37 | 67.95 | 74% |
| Returns for 5 years | 44.44 | 76.49 | 58% |
| Returns for 10 years | 102.70 | N/A | - |
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