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CWIEX vs SMYSX
CWIEX vs SMYSX Comparison
Open Charts CWIEX vs SMYSX
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Franklin Global Equity IS
Price$27.27
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets488.56M
CWIEX vs SMYSX Comparison Chart in %
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CWIEX vs. SMYSX commentary
Jul 27, 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 SMYSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. SMYSX (489M). CWIEX pays higher dividends than SMYSX: CWIEX (1.25) vs SMYSX (0.92). CWIEX was incepted earlier than SMYSX: CWIEX (23 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 : 18.23 vs. CWIEX (13.48). SMYSX return over 5 years is better than : 86.28 vs. CWIEX (53.28).
| CWIEX | SMYSX | CWIEX / SMYSX | |
| Total Expense Ratio | 1.00 | 0.86 | 116% |
| Annual Report Gross Expense Ratio | 1.00 | 0.86 | 116% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 14.849 | 12.546 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 489M | 28,016% |
| Annual Yield % from dividends | 1.25 | 0.92 | 135% |
| Returns for 1 year | 13.48 | 18.23 | 74% |
| Returns for 3 years | 51.35 | 63.92 | 80% |
| Returns for 5 years | 53.28 | 86.28 | 62% |
| Returns for 10 years | 80.39 | N/A | - |
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