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CWIEX vs SMYSX
CWIEX vs SMYSX Comparison
Open Charts CWIEX vs SMYSX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Franklin Global Equity IS
Price$29.68
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets543.17M
CWIEX vs SMYSX Comparison Chart in %
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CWIEX vs. SMYSX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SMYSX (543M). CWIEX pays higher dividends than SMYSX: CWIEX (1.14) vs SMYSX (0.83). 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 : 14.60 vs. CWIEX (12.34). SMYSX return over 5 years is better than : 76.49 vs. CWIEX (42.72).
| 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 | 21.753 | 21.874 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 543M | 26,151% |
| Annual Yield % from dividends | 1.14 | 0.83 | 138% |
| Returns for 1 year | 12.34 | 14.60 | 85% |
| Returns for 3 years | 49.28 | 67.95 | 73% |
| Returns for 5 years | 42.72 | 76.49 | 56% |
| Returns for 10 years | 98.13 | N/A | - |
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