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CWIFX vs SMYIX
CWIFX vs SMYIX Comparison
Open Charts CWIFX vs SMYIX
American Funds Capital World Gr&Inc 529F
Price$75.89
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Franklin Global Equity I
Price$28.81
Change+$0.25 (+0.88%)
VolumeN/A
Net Assets513.96M
CWIFX vs SMYIX Comparison Chart in %
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CWIFX vs. SMYIX commentary
Oct 21, 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: 141B vs. SMYIX (514M). CWIFX pays higher dividends than SMYIX: CWIFX (1.53) vs SMYIX (0.81). 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 : 15.16 vs. CWIFX (10.94). SMYIX return over 5 years is better than : 82.81 vs. CWIFX (55.22).
| 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 | 22 years | - |
| Gain YTD | 20.108 | 17.870 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 514M | 27,432% |
| Annual Yield % from dividends | 1.53 | 0.81 | 189% |
| Returns for 1 year | 10.94 | 15.16 | 72% |
| Returns for 3 years | 68.69 | 79.68 | 86% |
| Returns for 5 years | 55.22 | 82.81 | 67% |
| Returns for 10 years | 103.66 | 133.91 | 77% |
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