CWIEX
Price
$71.17
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
SMYSX
Price
$26.80
Change
+$0.21 (+0.79%)
Updated
Jul 3 closing price
Net Assets
477.13M
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CWIEX vs SMYSX

Header iconCWIEX vs SMYSX Comparison
Open Charts CWIEX vs SMYSXBanner chart's image
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.

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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).
CWIEXSMYSXCWIEX / SMYSX
Total Expense Ratio1.000.86116%
Annual Report Gross Expense Ratio1.000.86116%
Fund Existence23 years6 years-
Gain YTD13.43110.607127%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets136B477M28,512%
Annual Yield % from dividends1.250.92135%
Returns for 1 year9.0612.7671%
Returns for 3 years50.5765.9677%
Returns for 5 years55.0687.8763%
Returns for 10 years80.16N/A-
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