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CWIEX vs SMYIX
CWIEX vs SMYIX Comparison
Open Charts CWIEX vs SMYIX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Franklin Global Equity I
Price$28.73
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets567.67M
CWIEX vs SMYIX Comparison Chart in %
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CWIEX vs. SMYIX commentary
Feb 05, 2026
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 Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SMYIX (568M). CWIEX pays higher dividends than SMYIX: CWIEX (1.24) vs SMYIX (0.70). 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 (15.93) and CWIEX (15.93) have marching annual gain over last year. SMYIX return over 5 years is better than : 62.25 vs. CWIEX (31.71).
| 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 | 4.913 | 2.388 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 568M | 25,000% |
| Annual Yield % from dividends | 1.24 | 0.70 | 177% |
| Returns for 1 year | 15.93 | 15.93 | 100% |
| Returns for 3 years | 42.06 | 65.60 | 64% |
| Returns for 5 years | 31.71 | 62.25 | 51% |
| Returns for 10 years | 119.07 | 163.42 | 73% |
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