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CWIFX vs SMYIX
CWIFX vs SMYIX Comparison
Open Charts CWIFX vs SMYIX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Franklin Global Equity I
Price$29.31
Change-$0.40 (-1.35%)
VolumeN/A
Net Assets535.09M
CWIFX vs SMYIX Comparison Chart in %
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CWIFX vs. SMYIX commentary
Nov 14, 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 CWIFX is a StrongBuy and SMYIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. SMYIX (535M). CWIFX pays higher dividends than SMYIX: CWIFX (1.49) vs SMYIX (0.80). CWIFX was incepted earlier than SMYIX: CWIFX (23 years) vs SMYIX (23 years). SMYIX (0.99) is less costly to investors than CWIFX (0.86). SMYIX is a more actively managed with annual turnover of: 29.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than SMYIX: CWIFX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 16.95 vs. CWIFX (15.20). SMYIX return over 5 years is better than : 84.20 vs. CWIFX (52.22).
| CWIFX | SMYIX | CWIFX / SMYIX | |
| Total Expense Ratio | 0.86 | 0.95 | 91% |
| Annual Report Gross Expense Ratio | 0.86 | 0.99 | 87% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 23.579 | 22.617 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 535M | 26,916% |
| Annual Yield % from dividends | 1.49 | 0.80 | 187% |
| Returns for 1 year | 15.20 | 16.95 | 90% |
| Returns for 3 years | 57.77 | 71.52 | 81% |
| Returns for 5 years | 52.22 | 84.20 | 62% |
| Returns for 10 years | 113.80 | 145.70 | 78% |
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