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CWIEX vs SMYSX
CWIEX vs SMYSX Comparison
Open Charts CWIEX vs SMYSX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Franklin Global Equity IS
Price$25.79
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
CWIEX vs SMYSX Comparison Chart
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CWIEX vs. SMYSX commentary
Jun 16, 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: 131B vs. SMYSX (458M). CWIEX pays higher dividends than SMYSX: CWIEX (1.31) vs SMYSX (0.96). 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 : 10.49 vs. CWIEX (6.05). SMYSX return over 5 years is better than : 85.40 vs. CWIEX (54.48).
| 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 | 8.904 | 6.438 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 458M | 28,603% |
| Annual Yield % from dividends | 1.31 | 0.96 | 136% |
| Returns for 1 year | 6.05 | 10.49 | 58% |
| Returns for 3 years | 44.36 | 59.61 | 74% |
| Returns for 5 years | 54.48 | 85.40 | 64% |
| Returns for 10 years | 69.54 | N/A | - |
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