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CWIFX vs SMYIX
CWIFX vs SMYIX Comparison
Open Charts CWIFX vs SMYIX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Franklin Global Equity I
Price$28.68
Change+$0.19 (+0.67%)
VolumeN/A
Net Assets518.16M
CWIFX vs SMYIX Comparison Chart in %
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CWIFX vs. SMYIX commentary
Sep 29, 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 Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. SMYIX (518M). CWIFX pays higher dividends than SMYIX: CWIFX (1.57) vs SMYIX (0.84). CWIFX was incepted earlier than SMYIX: CWIFX (23 years) vs SMYIX (22 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 : 16.53 vs. CWIFX (9.58). SMYIX return over 5 years is better than : 93.68 vs. CWIFX (59.80).
| 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 | 22 years | - |
| Gain YTD | 18.989 | 18.366 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 518M | 27,027% |
| Annual Yield % from dividends | 1.57 | 0.84 | 186% |
| Returns for 1 year | 9.58 | 16.53 | 58% |
| Returns for 3 years | 71.60 | 86.62 | 83% |
| Returns for 5 years | 59.80 | 93.68 | 64% |
| Returns for 10 years | 118.55 | 152.53 | 78% |
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