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CWIFX vs SMYIX
CWIFX vs SMYIX Comparison
Open Charts CWIFX vs SMYIX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Franklin Global Equity I
Price$28.73
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets567.67M
CWIFX vs SMYIX Comparison Chart in %
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CWIFX vs. SMYIX commentary
Feb 05, 2026
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: 142B vs. SMYIX (568M). CWIFX pays higher dividends than SMYIX: CWIFX (1.59) vs SMYIX (0.70). 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). CWIFX (16.37) and SMYIX (15.93) have marching annual gain over last year. SMYIX return over 5 years is better than : 62.25 vs. CWIFX (34.32).
| 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 | 4.948 | 2.388 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 568M | 25,000% |
| Annual Yield % from dividends | 1.59 | 0.70 | 226% |
| Returns for 1 year | 16.37 | 15.93 | 103% |
| Returns for 3 years | 43.74 | 65.60 | 67% |
| Returns for 5 years | 34.32 | 62.25 | 55% |
| Returns for 10 years | 128.46 | 163.42 | 79% |
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