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CWIEX vs SMYIX
CWIEX vs SMYIX Comparison
Open Charts CWIEX vs SMYIX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Franklin Global Equity I
Price$29.31
Change-$0.40 (-1.35%)
VolumeN/A
Net Assets535.09M
CWIEX vs SMYIX Comparison Chart in %
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CWIEX vs. SMYIX commentary
Nov 14, 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 CWIEX is a StrongBuy and SMYIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. SMYIX (535M). CWIEX pays higher dividends than SMYIX: CWIEX (1.15) vs SMYIX (0.80). CWIEX was incepted earlier than SMYIX: CWIEX (24 years) vs SMYIX (23 years). CWIEX (1.00) and SMYIX (0.99) have similar cost to investors . SMYIX is a more actively managed with annual turnover of: 29.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than SMYIX: CWIEX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 16.95 vs. CWIEX (14.74). SMYIX return over 5 years is better than : 84.20 vs. CWIEX (49.27).
| CWIEX | SMYIX | CWIEX / SMYIX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.00 | 0.99 | 101% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 23.158 | 22.617 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 535M | 26,916% |
| Annual Yield % from dividends | 1.15 | 0.80 | 144% |
| Returns for 1 year | 14.74 | 16.95 | 87% |
| Returns for 3 years | 55.93 | 71.52 | 78% |
| Returns for 5 years | 49.27 | 84.20 | 59% |
| Returns for 10 years | 105.00 | 145.70 | 72% |
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