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CWIEX vs SMYSX
CWIEX vs SMYSX Comparison
Open Charts CWIEX vs SMYSX
American Funds Capital World Gr&Inc 529E
Price$71.17
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Franklin Global Equity IS
Price$26.80
Change+$0.21 (+0.79%)
VolumeN/A
Net Assets477.13M
CWIEX vs SMYSX Comparison Chart in %
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CWIEX vs. SMYSX commentary
Jul 07, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. SMYSX (477M). 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 : 12.76 vs. CWIEX (9.06). SMYSX return over 5 years is better than : 87.87 vs. CWIEX (55.06).
| 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 | 13.431 | 10.607 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 1.25 | 0.92 | 135% |
| Returns for 1 year | 9.06 | 12.76 | 71% |
| Returns for 3 years | 50.57 | 65.96 | 77% |
| Returns for 5 years | 55.06 | 87.87 | 63% |
| Returns for 10 years | 80.16 | N/A | - |
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