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CWIEX vs SMYIX
CWIEX vs SMYIX Comparison
Open Charts CWIEX vs SMYIX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Franklin Global Equity I
Price$28.68
Change+$0.19 (+0.67%)
VolumeN/A
Net Assets518.16M
CWIEX vs SMYIX Comparison Chart in %
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CWIEX vs. SMYIX commentary
Sep 29, 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 Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. SMYIX (518M). CWIEX pays higher dividends than SMYIX: CWIEX (1.22) vs SMYIX (0.84). CWIEX was incepted earlier than SMYIX: CWIEX (24 years) vs SMYIX (22 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 : 16.53 vs. CWIEX (9.15). SMYIX return over 5 years is better than : 93.68 vs. CWIEX (56.65).
| 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 | 22 years | - |
| Gain YTD | 18.639 | 18.366 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 518M | 27,027% |
| Annual Yield % from dividends | 1.22 | 0.84 | 145% |
| Returns for 1 year | 9.15 | 16.53 | 55% |
| Returns for 3 years | 69.61 | 86.62 | 80% |
| Returns for 5 years | 56.65 | 93.68 | 60% |
| Returns for 10 years | 109.57 | 152.53 | 72% |
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