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CWIEX vs SMYSX
CWIEX vs SMYSX Comparison
Open Charts CWIEX vs SMYSX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Franklin Global Equity IS
Price$29.35
Change-$0.40 (-1.34%)
VolumeN/A
Net Assets536.84M
CWIEX vs SMYSX Comparison Chart in %
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CWIEX vs. SMYSX 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 SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. SMYSX (537M). CWIEX pays higher dividends than SMYSX: CWIEX (1.15) vs SMYSX (0.84). CWIEX was incepted earlier than SMYSX: CWIEX (24 years) vs SMYSX (6 years). CWIEX (1.00) is less costly to investors than SMYSX (0.86). SMYSX is a more actively managed with annual turnover of: 29.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than SMYSX: CWIEX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : 17.07 vs. CWIEX (14.74). SMYSX return over 5 years is better than : 84.83 vs. CWIEX (49.27).
| CWIEX | SMYSX | CWIEX / SMYSX | |
| Total Expense Ratio | 1.00 | 0.86 | 116% |
| Annual Report Gross Expense Ratio | 1.00 | 0.86 | 116% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 23.158 | 22.782 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 537M | 26,816% |
| Annual Yield % from dividends | 1.15 | 0.84 | 137% |
| Returns for 1 year | 14.74 | 17.07 | 86% |
| Returns for 3 years | 55.93 | 72.01 | 78% |
| Returns for 5 years | 49.27 | 84.83 | 58% |
| Returns for 10 years | 105.00 | N/A | - |
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