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CWIAX vs SMYSX
CWIAX vs SMYSX Comparison
Open Charts CWIAX vs SMYSX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Franklin Global Equity IS
Price$26.80
Change+$0.21 (+0.79%)
VolumeN/A
Net Assets477.13M
CWIAX vs SMYSX Comparison Chart in %
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CWIAX 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 CWIAX is a Buy and SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. SMYSX (477M). 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 : 12.76 vs. CWIAX (9.32). SMYSX return over 5 years is better than : 87.87 vs. CWIAX (56.88).
| 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 | 13.573 | 10.607 | 128% |
| Front Load | 4% | 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 | 1.46 | 0.92 | 158% |
| Returns for 1 year | 9.32 | 12.76 | 73% |
| Returns for 3 years | 51.64 | 65.96 | 78% |
| Returns for 5 years | 56.88 | 87.87 | 65% |
| Returns for 10 years | 84.28 | N/A | - |
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