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FCWGX vs SMYIX
FCWGX vs SMYIX Comparison
Open Charts FCWGX vs SMYIX
American Funds Capital World Gr&Inc529F2
Price$75.02
Change-$1.03 (-1.35%)
VolumeN/A
Net Assets142.37B
Franklin Global Equity I
Price$28.73
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets567.67M
FCWGX vs SMYIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. SMYIX (568M). FCWGX pays higher dividends than SMYIX: FCWGX (1.66) vs SMYIX (0.70). FCWGX was incepted earlier than SMYIX: FCWGX (5 years) vs SMYIX (23 years). SMYIX (0.99) is less costly to investors than FCWGX (0.52). SMYIX is a more actively managed with annual turnover of: 29.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than SMYIX: FCWGX (250) vs SMYIX (1000000). FCWGX (16.54) and SMYIX (15.93) have marching annual gain over last year. SMYIX return over 5 years is better than : 62.25 vs. FCWGX (35.13).
| FCWGX | SMYIX | FCWGX / SMYIX | |
| Total Expense Ratio | 0.52 | 0.95 | 55% |
| Annual Report Gross Expense Ratio | 0.52 | 0.99 | 53% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 4.952 | 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 | 1.66 | 0.70 | 236% |
| Returns for 1 year | 16.54 | 15.93 | 104% |
| Returns for 3 years | 44.32 | 65.60 | 68% |
| Returns for 5 years | 35.13 | 62.25 | 56% |
| Returns for 10 years | N/A | 163.42 | - |
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